Raymond James Financial Services Advisors’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $317K | Buy |
11,202
+686
| +7% | +$19.4K | ﹤0.01% | 2916 |
|
|
2024
Q2 | $293K | Sell |
10,516
-1,984
| -16% | -$55.3K | ﹤0.01% | 2885 |
|
|
2024
Q1 | $305K | Buy |
12,500
+895
| +8% | +$21.9K | ﹤0.01% | 2833 |
|
|
2023
Q4 | $298K | Sell |
11,605
-1,346
| -10% | -$34.5K | ﹤0.01% | 2737 |
|
|
2023
Q3 | $337K | Buy |
+12,951
| New | +$337K | ﹤0.01% | 2566 |
|
|
2022
Q4 | – | Sell |
-15,339
| Closed | -$175K | – | 3235 |
|
|
2022
Q3 | $175K | Sell |
15,339
-9,205
| -38% | -$105K | ﹤0.01% | 2884 |
|
|
2022
Q2 | $240K | Sell |
24,544
-8,731
| -26% | -$85.4K | ﹤0.01% | 2748 |
|
|
2022
Q1 | $298K | Buy |
33,275
+14,549
| +78% | +$130K | ﹤0.01% | 2710 |
|
|
2021
Q4 | $209K | Buy |
+18,726
| New | +$209K | ﹤0.01% | 2943 |
|