TrueWealth LLC’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32
| Closed | -$2K | – | 722 |
|
|
2020
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 640 |
|
|
2019
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 631 |
|
|
2019
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 661 |
|
|
2018
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 650 |
|
|
2018
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 718 |
|
|
2018
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 726 |
|
|
2018
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 691 |
|
|
2017
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 794 |
|