WR Wealth Planners’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $37.9K | Sell |
400
-49
| -11% | -$4.64K | 0.01% | 349 |
|
|
2024
Q3 | $39.9K | Sell |
449
-600
| -57% | -$53.3K | 0.01% | 369 |
|
|
2024
Q2 | $76K | Hold |
1,049
| – | – | 0.02% | 278 |
|
|
2024
Q1 | $63.6K | Buy |
+1,049
| New | +$63.6K | 0.02% | 303 |
|
|
2023
Q4 | – | Sell |
-1,449
| Closed | -$47.3K | – | 310 |
|
|
2023
Q3 | $47.3K | Hold |
1,449
| – | – | 0.02% | 321 |
|
|
2023
Q2 | $73.9K | Hold |
1,449
| – | – | 0.03% | 275 |
|
|
2023
Q1 | $55.2K | Buy |
+1,449
| New | +$55.2K | 0.02% | 310 |
|