SteelPeak Wealth’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,659
| Closed | -$428K | – | 495 |
|
|
2024
Q4 | $428K | Buy |
+4,659
| New | +$428K | 0.02% | 337 |
|
|
2024
Q3 | – | Sell |
-2,718
| Closed | -$237K | – | 463 |
|
|
2024
Q2 | $237K | Buy |
2,718
+378
| +16% | +$33K | 0.01% | 404 |
|
|
2024
Q1 | $237K | Buy |
+2,340
| New | +$237K | 0.01% | 379 |
|
|
2021
Q4 | – | Sell |
-3,500
| Closed | -$362K | – | 402 |
|
|
2021
Q3 | $362K | Buy |
+3,500
| New | +$362K | 0.02% | 284 |
|