Wealthspire Advisors (Maryland)’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,988
| Closed | -$992K | – | 500 |
|
|
2020
Q2 | $992K | Buy |
13,988
+664
| +5% | +$47.1K | 0.07% | 160 |
|
|
2020
Q1 | $918K | Buy |
13,324
+680
| +5% | +$46.9K | 0.08% | 144 |
|
|
2019
Q4 | $1.02M | Sell |
12,644
-228
| -2% | -$18.3K | 0.07% | 166 |
|
|
2019
Q3 | $956K | Buy |
12,872
+1,084
| +9% | +$80.5K | 0.07% | 154 |
|
|
2019
Q2 | $993K | Sell |
11,788
-2,480
| -17% | -$209K | 0.07% | 139 |
|
|
2019
Q1 | $1.06M | Sell |
14,268
-2,628
| -16% | -$195K | 0.08% | 131 |
|
|
2018
Q4 | $1.08M | Sell |
16,896
-172
| -1% | -$10.9K | 0.1% | 112 |
|
|
2018
Q3 | $1.18M | Buy |
17,068
+2,580
| +18% | +$179K | 0.1% | 121 |
|
|
2018
Q2 | $853K | Buy |
14,488
+928
| +7% | +$54.6K | 0.08% | 145 |
|
|
2018
Q1 | $776K | Buy |
13,560
+1,992
| +17% | +$114K | 0.07% | 166 |
|
|
2017
Q4 | $630K | Sell |
11,568
-424
| -4% | -$23.1K | 0.06% | 217 |
|
|
2017
Q3 | $711K | Sell |
11,992
-536
| -4% | -$31.8K | 0.08% | 172 |
|
|
2017
Q2 | $750K | Buy |
12,528
+680
| +6% | +$40.7K | 0.09% | 153 |
|
|
2017
Q1 | $592K | Buy |
11,848
+9,808
| +481% | +$490K | 0.08% | 155 |
|
|
2016
Q4 | $89K | Buy |
2,040
+140
| +7% | +$6.11K | 0.01% | 615 |
|
|
2016
Q3 | $85K | Hold |
1,900
| – | – | 0.01% | 622 |
|
|
2016
Q2 | $81K | Sell |
1,900
-84
| -4% | -$3.58K | 0.01% | 585 |
|
|
2016
Q1 | $76K | Sell |
1,984
-204
| -9% | -$7.82K | 0.01% | 595 |
|
|
2015
Q4 | $73K | Buy |
+2,188
| New | +$73K | 0.01% | 608 |
|