Montag & Associates’s Coherent COHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,395	Closed	-$49K	–	958
2022 Q3	$49K	Hold	1,395	–	–	﹤0.01%	535
2022 Q2	$71K	Hold	1,395	–	–	﹤0.01%	475
2022 Q1	$101K	Sell	1,395 -301	-18%	-$21.8K	0.01%	465
2021 Q4	$116K	Buy	+1,696	New	+$116K	0.01%	449