Focused Wealth Management’s Coffee Holding Co JVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$87 | – | 1023 |
|
|
2023
Q3 | $87 | Hold |
100
| – | – | ﹤0.01% | 952 |
|
|
2023
Q2 | $139 | Hold |
100
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $187 | Hold |
100
| – | – | ﹤0.01% | 952 |
|
|
2022
Q4 | $204 | Hold |
100
| – | – | ﹤0.01% | 976 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 958 |
|
|
2022
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 944 |
|
|
2022
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2021
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 985 |
|
|
2021
Q3 | $0 | Buy |
+100
| New | – | ﹤0.01% | 971 |
|