Coe Capital Management’s Gaia GAIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-24,284
| Closed | -$159K | – | 221 |
|
2015
Q2 | $159K | Sell |
24,284
-43,949
| -64% | -$287K | 0.06% | 216 |
|
2015
Q1 | $497K | Sell |
68,233
-26,273
| -28% | -$192K | 0.2% | 134 |
|
2014
Q4 | $674K | Buy |
94,506
+19,858
| +27% | +$142K | 0.21% | 131 |
|
2014
Q3 | $548K | Buy |
+74,648
| New | +$548K | 0.2% | 135 |
|