NIA Impact 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 | $3.33M | Buy |
92,111
+26,449
| +40% | +$955K | 1.15% | 35 |
|
|
2025
Q1 | $2.01M | Buy |
65,662
+2,990
| +5% | +$91.6K | 0.75% | 51 |
|
|
2024
Q4 | $2.31M | Sell |
62,672
-363
| -0.6% | -$13.4K | 0.75% | 47 |
|
|
2024
Q3 | $1.78M | Buy |
63,035
+181
| +0.3% | +$5.12K | 0.59% | 57 |
|
|
2024
Q2 | $1.75M | Sell |
62,854
-2,854
| -4% | -$79.5K | 0.63% | 53 |
|
|
2024
Q1 | $1.61M | Buy |
+65,708
| New | +$1.61M | 0.64% | 54 |
|
|
2023
Q2 | $2M | Buy |
+73,354
| New | +$2M | 1.14% | 33 |
|