SOA Wealth Advisors’s Cooper Companies COO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-16
| Closed | -$1K | – | 843 |
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 842 |
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 813 |
|
2021
Q3 | $1K | Sell |
16
-4
| -20% | -$250 | ﹤0.01% | 829 |
|
2021
Q2 | $1K | Buy |
20
+8
| +67% | +$400 | ﹤0.01% | 811 |
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 756 |
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 731 |
|