SSWM
COHR
Sheets Smith Wealth Management’s Coherent Inc COHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-2,171
| Closed | -$613K | – | 344 |
|
2017
Q4 | $613K | Buy |
+2,171
| New | +$613K | 0.14% | 175 |
|
2017
Q2 | – | Sell |
-4,602
| Closed | -$946K | – | 318 |
|
2017
Q1 | $946K | Hold |
4,602
| – | – | 0.25% | 115 |
|
2016
Q4 | $632K | Sell |
4,602
-224
| -5% | -$30.8K | 0.18% | 157 |
|
2016
Q3 | $533K | Buy |
+4,826
| New | +$533K | 0.15% | 173 |
|