True Wealth Design’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87K | Buy |
21
+12
| +133% | +$1.07K | ﹤0.01% | 1204 |
|
|
2025
Q1 | $585 | Buy |
9
+3
| +50% | +$195 | ﹤0.01% | 1487 |
|
|
2024
Q4 | $569 | Buy |
+6
| New | +$569 | ﹤0.01% | 1066 |
|
|
2024
Q3 | – | Sell |
-400
| Closed | -$29K | – | 1286 |
|
|
2024
Q2 | $29K | Hold |
400
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $24.2K | Hold |
400
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $17.4K | Buy |
+400
| New | +$17.4K | ﹤0.01% | 212 |
|