Cetera Advisors’s Coffee Holding Co JVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-21,675
| Closed | -$87K | – | 800 |
|
|
2016
Q1 | $87K | Sell |
21,675
-7,266
| -25% | -$29.2K | 0.01% | 681 |
|
|
2015
Q4 | $116K | Hold |
28,941
| – | – | 0.01% | 667 |
|
|
2015
Q3 | $116K | Hold |
28,941
| – | – | 0.01% | 631 |
|
|
2015
Q2 | $139K | Buy |
28,941
+1,675
| +6% | +$8.05K | 0.01% | 667 |
|
|
2015
Q1 | $131K | Hold |
27,266
| – | – | 0.01% | 652 |
|
|
2014
Q4 | $142K | Buy |
+27,266
| New | +$142K | 0.01% | 616 |
|