Robertson Stephens Wealth Management’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 |
-4,164
| Closed | -$212K | – | 364 |
|
|
2022
Q2 | $212K | Hold |
4,164
| – | – | 0.02% | 351 |
|
|
2022
Q1 | $301K | Hold |
4,164
| – | – | 0.03% | 309 |
|
|
2021
Q4 | $284K | Hold |
4,164
| – | – | 0.02% | 326 |
|
|
2021
Q3 | $247K | Hold |
4,164
| – | – | 0.03% | 272 |
|
|
2021
Q2 | $302K | Sell |
4,164
-64
| -2% | -$4.64K | 0.04% | 263 |
|
|
2021
Q1 | $289K | Buy |
+4,228
| New | +$289K | 0.05% | 237 |
|