Rockbridge Investment Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,336
| Closed | -$250K | – | 667 |
|
|
2022
Q1 | $250K | Hold |
2,336
| – | – | 0.04% | 133 |
|
|
2021
Q4 | $245K | Hold |
2,336
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $241K | Hold |
2,336
| – | – | 0.04% | 129 |
|
|
2021
Q2 | $231K | Sell |
2,336
-488
| -17% | -$48.3K | 0.04% | 135 |
|
|
2021
Q1 | $271K | Hold |
2,824
| – | – | 0.05% | 119 |
|
|
2020
Q4 | $257K | Hold |
2,824
| – | – | 0.05% | 121 |
|
|
2020
Q3 | $238K | Sell |
2,824
-176
| -6% | -$14.8K | 0.06% | 118 |
|
|
2020
Q2 | $213K | Buy |
+3,000
| New | +$213K | 0.06% | 118 |
|