Rockefeller Financial Services’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $22K | Hold |
400
| – | – | ﹤0.01% | 466 |
|
|
2017
Q3 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 465 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$10K | – | 450 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
|
2016
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 472 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$32K | – | 523 |
|
|
2014
Q4 | $32K | Buy |
+800
| New | +$32K | ﹤0.01% | 404 |
|