Pinnacle Wealth Management Group’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,420
| Closed | -$327K | – | 111 |
|
|
2022
Q2 | $327K | Hold |
6,420
| – | – | 0.27% | 82 |
|
|
2022
Q1 | $465K | Sell |
6,420
-1,028
| -14% | -$74.5K | 0.35% | 66 |
|
|
2021
Q4 | $509K | Buy |
7,448
+200
| +3% | +$13.7K | 0.38% | 62 |
|
|
2021
Q3 | $430K | Buy |
7,248
+1,750
| +32% | +$104K | 0.32% | 73 |
|
|
2021
Q2 | $399K | Buy |
+5,498
| New | +$399K | 0.29% | 87 |
|