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Simplicity Wealth’s Cooper Companies COO Stock Holding History

Simplicity Wealth’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,648
Closed -$493K – 632
2024
Q2 		$493K Buy
5,648
+287
+5% +$25.1K 0.01% 766
2024
Q1 		$544K Buy
+5,361
New +$544K 0.01% 703