Creative Planning’s Coffee Holding Co JVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-300
| Closed | -$1K | – | 4348 |
|
|
2015
Q3 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 4011 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$1K | – | 1997 |
|
|
2015
Q1 | $1K | Sell |
300
-110
| -27% | -$367 | ﹤0.01% | 3904 |
|
|
2014
Q4 | $2K | Buy |
410
+110
| +37% | +$537 | ﹤0.01% | 3723 |
|
|
2014
Q3 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 3569 |
|