YorkBridge Wealth Partners’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Buy |
3,896
+304
| +8% | +$25.1K | 0.08% | 172 |
|
|
2022
Q3 | $237K | Buy |
3,592
+84
| +2% | +$5.54K | 0.06% | 242 |
|
|
2022
Q2 | $275K | Buy |
3,508
+24
| +0.7% | +$1.88K | 0.07% | 212 |
|
|
2022
Q1 | $364K | Sell |
3,484
-104
| -3% | -$10.9K | 0.08% | 192 |
|
|
2021
Q4 | $376K | Buy |
3,588
+180
| +5% | +$18.9K | 0.08% | 206 |
|
|
2021
Q3 | $352K | Buy |
3,408
+320
| +10% | +$33.1K | 0.09% | 197 |
|
|
2021
Q2 | $306K | Buy |
3,088
+44
| +1% | +$4.36K | 0.08% | 203 |
|
|
2021
Q1 | $292K | Buy |
+3,044
| New | +$292K | 0.09% | 203 |
|
|
2019
Q3 | – | Sell |
-2,008
| Closed | -$169K | – | 263 |
|
|
2019
Q2 | $169K | Sell |
2,008
-96
| -5% | -$8.08K | 0.08% | 195 |
|
|
2019
Q1 | $156K | Sell |
2,104
-64
| -3% | -$4.75K | 0.07% | 199 |
|
|
2018
Q4 | $138K | Sell |
2,168
-24
| -1% | -$1.53K | 0.07% | 198 |
|
|
2018
Q3 | $153K | Sell |
2,192
-20
| -0.9% | -$1.4K | 0.07% | 206 |
|
|
2018
Q2 | $130K | Buy |
2,212
+76
| +4% | +$4.47K | 0.06% | 245 |
|
|
2018
Q1 | $118K | Buy |
2,136
+136
| +7% | +$7.51K | 0.05% | 268 |
|
|
2017
Q4 | $115K | Buy |
2,000
+68
| +4% | +$3.91K | 0.06% | 260 |
|
|
2017
Q3 | $115K | Sell |
1,932
-192
| -9% | -$11.4K | 0.06% | 243 |
|
|
2017
Q2 | $126K | Buy |
2,124
+44
| +2% | +$2.61K | 0.07% | 226 |
|
|
2017
Q1 | $105K | Buy |
2,080
+324
| +18% | +$16.4K | 0.05% | 250 |
|
|
2016
Q4 | $75K | Buy |
+1,756
| New | +$75K | 0.04% | 288 |
|