SeaCrest Wealth 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
Q3 | – | Sell |
-1,296
| Closed | -$101K | – | 798 |
|
|
2022
Q2 | $101K | Buy |
+1,296
| New | +$101K | 0.01% | 858 |
|
|
2019
Q2 | – | Sell |
-1,440
| Closed | -$107K | – | 769 |
|
|
2019
Q1 | $107K | Hold |
1,440
| – | – | 0.02% | 667 |
|
|
2018
Q4 | $92K | Hold |
1,440
| – | – | 0.02% | 683 |
|
|
2018
Q3 | $100K | Hold |
1,440
| – | – | 0.02% | 737 |
|
|
2018
Q2 | $85K | Buy |
1,440
+296
| +26% | +$17.5K | 0.02% | 782 |
|
|
2018
Q1 | $65K | Hold |
1,144
| – | – | 0.01% | 850 |
|
|
2017
Q4 | $62K | Buy |
+1,144
| New | +$62K | 0.01% | 878 |
|