Essex Investment Management’s Coda Octopus Group CODA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
14,434
-169
| -1% | -$1.38K | 0.02% | 219 |
|
|
2025
Q1 | $91.1K | Hold |
14,603
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $114K | Buy |
+14,603
| New | +$114K | 0.02% | 217 |
|
|
2020
Q1 | – | Sell |
-7,207
| Closed | -$60K | – | 401 |
|
|
2019
Q4 | $60K | Sell |
7,207
-202,378
| -97% | -$1.68M | 0.01% | 402 |
|
|
2019
Q3 | $1.72M | Buy |
209,585
+163,678
| +357% | +$1.34M | 0.25% | 128 |
|
|
2019
Q2 | $599K | Buy |
+45,907
| New | +$599K | 0.08% | 285 |
|