True North Advisors’s Coherent COHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,333
Closed -$203K 215
2023
Q1
$203K Sell
5,333
-2,667
-33% -$102K 0.06% 182
2022
Q4
$281K Hold
8,000
0.1% 144
2022
Q3
$278K Buy
+8,000
New +$278K 0.09% 147