Strategic Wealth Partners’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.3K | Buy |
+608
| New | +$43.3K | ﹤0.01% | 520 |
|
|
2019
Q4 | – | Sell |
-1,096
| Closed | -$80 | – | 198 |
|
|
2019
Q3 | $80 | Sell |
1,096
-252
| -19% | -$18 | ﹤0.01% | 279 |
|
|
2019
Q2 | $113K | Sell |
1,348
-200
| -13% | -$16.8K | 0.05% | 167 |
|
|
2019
Q1 | $114K | Sell |
1,548
-68
| -4% | -$5.01K | 0.05% | 169 |
|
|
2018
Q4 | $106K | Sell |
1,616
-204
| -11% | -$13.4K | 0.05% | 166 |
|
|
2018
Q3 | $126K | Sell |
1,820
-216
| -11% | -$15K | 0.07% | 160 |
|
|
2018
Q2 | $120K | Sell |
2,036
-2,652
| -57% | -$156K | 0.07% | 177 |
|
|
2018
Q1 | $268K | Sell |
4,688
-676
| -13% | -$38.6K | 0.14% | 135 |
|
|
2017
Q4 | $312K | Buy |
+5,364
| New | +$312K | 0.17% | 126 |
|