D.A. Davidson & Co’s Westrock Coffee WEST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-96,002
| Closed | -$980K | – | 1446 |
|
|
2023
Q4 | $980K | Sell |
96,002
-5,274
| -5% | -$53.8K | 0.01% | 723 |
|
|
2023
Q3 | $897K | Sell |
101,276
-2,805
| -3% | -$24.9K | 0.01% | 711 |
|
|
2023
Q2 | $1.13M | Sell |
104,081
-3,197
| -3% | -$34.8K | 0.01% | 653 |
|
|
2023
Q1 | $1.31M | Sell |
107,278
-4,103
| -4% | -$50.2K | 0.01% | 576 |
|
|
2022
Q4 | $1.49M | Buy |
+111,381
| New | +$1.49M | 0.02% | 517 |
|