Surevest’s Cooper Companies COO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-16	Closed	-$1K	–	522
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	466
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	391
2021 Q4	$2K	Buy	+16	New	+$2K	﹤0.01%	398