SWRP
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Summit Wealth & Retirement Planning’s Coherent COHR Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,192
Closed -$350K – 62
2023
Q1 		$350K Buy
+9,192
New +$350K 0.13% 71