Schwarz Dygos Wheeler Investment Advisors’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,900
| Closed | -$250K | – | 139 |
|
|
2023
Q2 | $250K | Buy |
+4,900
| New | +$250K | 0.08% | 122 |
|
|
2022
Q3 | – | Sell |
-4,900
| Closed | -$250K | – | 118 |
|
|
2022
Q2 | $250K | Hold |
4,900
| – | – | 0.1% | 105 |
|
|
2022
Q1 | $355K | Hold |
4,900
| – | – | 0.12% | 97 |
|
|
2021
Q4 | $335K | Hold |
4,900
| – | – | 0.11% | 102 |
|
|
2021
Q3 | $291K | Hold |
4,900
| – | – | 0.11% | 106 |
|
|
2021
Q2 | $356K | Hold |
4,900
| – | – | 0.13% | 91 |
|
|
2021
Q1 | $335K | Hold |
4,900
| – | – | 0.14% | 91 |
|
|
2020
Q4 | $372K | Sell |
4,900
-100
| -2% | -$7.59K | 0.18% | 73 |
|
|
2020
Q3 | $203K | Hold |
5,000
| – | – | 0.11% | 91 |
|
|
2020
Q2 | $217K | Buy |
+5,000
| New | +$217K | 0.14% | 81 |
|