Wealthspire Advisors (Maryland)’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-171
| Closed | -$6K | – | 780 |
|
2019
Q1 | $6K | Hold |
171
| – | – | ﹤0.01% | 1727 |
|
2018
Q4 | $6K | Sell |
171
-36
| -17% | -$1.26K | ﹤0.01% | 1641 |
|
2018
Q3 | $10K | Sell |
207
-10
| -5% | -$483 | ﹤0.01% | 1508 |
|
2018
Q2 | $9K | Sell |
217
-82
| -27% | -$3.4K | ﹤0.01% | 1572 |
|
2018
Q1 | $12K | Sell |
299
-42
| -12% | -$1.69K | ﹤0.01% | 1486 |
|
2017
Q4 | $16K | Buy |
341
+121
| +55% | +$5.68K | ﹤0.01% | 1394 |
|
2017
Q3 | $9K | Buy |
220
+65
| +42% | +$2.66K | ﹤0.01% | 1604 |
|
2017
Q2 | $5K | Buy |
155
+42
| +37% | +$1.36K | ﹤0.01% | 1751 |
|
2017
Q1 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 1552 |
|
2016
Q2 | – | Sell |
-130
| Closed | -$3K | – | 1704 |
|
2016
Q1 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 1438 |
|