Presidio Capital Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,512
| Closed | -$241K | – | 38 |
|
2023
Q2 | $241K | Sell |
2,512
-224
| -8% | -$21.5K | 0.19% | 35 |
|
2023
Q1 | $255K | Hold |
2,736
| – | – | 0.22% | 31 |
|
2022
Q4 | $226K | Buy |
+2,736
| New | +$226K | 0.21% | 28 |
|
2022
Q2 | – | Sell |
-2,168
| Closed | -$226K | – | 27 |
|
2022
Q1 | $226K | Buy |
2,168
+96
| +5% | +$10K | 0.2% | 26 |
|
2021
Q4 | $217K | Buy |
+2,072
| New | +$217K | 0.19% | 36 |
|