D.A. Davidson & Co’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,685
| Closed | -$437K | – | 1380 |
|
|
2024
Q2 | $437K | Sell |
15,685
-11,505
| -42% | -$320K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $664K | Buy |
27,190
+700
| +3% | +$17.1K | 0.01% | 880 |
|
|
2023
Q4 | $679K | Buy |
26,490
+17,755
| +203% | +$455K | 0.01% | 837 |
|
|
2023
Q3 | $227K | Buy |
+8,735
| New | +$227K | ﹤0.01% | 1180 |
|