Spire Wealth Management’s Cohen & Co COHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140
| Closed | -$2K | – | 2244 |
|
|
2022
Q2 | $2K | Hold |
140
| – | – | ﹤0.01% | 2337 |
|
|
2022
Q1 | $2K | Hold |
140
| – | – | ﹤0.01% | 2381 |
|
|
2021
Q4 | $2K | Sell |
140
-26
| -16% | -$371 | ﹤0.01% | 2761 |
|
|
2021
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 2380 |
|
|
2021
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 2407 |
|
|
2021
Q1 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 2678 |
|