Squar Milner Financial Services’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,304
| Closed | -$89K | – | 312 |
|
|
2020
Q1 | $89K | Buy |
1,304
+212
| +19% | +$14.5K | 0.05% | 286 |
|
|
2019
Q4 | $87K | Buy |
+1,092
| New | +$87K | 0.04% | 358 |
|
|
2019
Q3 | – | Sell |
-84
| Closed | -$7K | – | 317 |
|
|
2019
Q2 | $7K | Sell |
84
-84
| -50% | -$7K | ﹤0.01% | 547 |
|
|
2019
Q1 | $12K | Hold |
168
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $11K | Hold |
168
| – | – | 0.01% | 456 |
|
|
2018
Q3 | $12K | Hold |
168
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $10K | Buy |
+168
| New | +$10K | 0.01% | 575 |
|