Summit Securities Group’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,517
| Closed | -$50K | – | 504 |
|
|
2023
Q3 | $50K | Buy |
+1,517
| New | +$50K | 0.01% | 140 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$3K | – | 738 |
|
|
2022
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 674 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 855 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 400 |
|
|
2021
Q3 | – | Sell |
-3,300
| Closed | -$240K | – | 356 |
|
|
2021
Q2 | $240K | Buy |
+3,300
| New | +$240K | 0.02% | 290 |
|