IFP Advisors’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.04K | Buy |
112
+33
| +42% | +$1.19K | ﹤0.01% | 3525 |
|
2025
Q1 | $2.54K | Sell |
79
-8
| -9% | -$258 | ﹤0.01% | 3068 |
|
2024
Q4 | $3.36K | Buy |
+87
| New | +$3.36K | ﹤0.01% | 2931 |
|
2023
Q4 | – | Sell |
-15
| Closed | -$391 | – | 3098 |
|
2023
Q3 | $391 | Buy |
+15
| New | +$391 | ﹤0.01% | 3130 |
|