Sheaff Brock Investment Advisors’s Coffee Holding Co JVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $258K | Buy |
72,655
+37,655
| +108% | +$134K | 0.02% | 354 |
|
|
2024
Q4 | $120K | Buy |
+35,000
| New | +$120K | 0.01% | 425 |
|
|
2019
Q4 | – | Sell |
-11,240
| Closed | -$44K | – | 482 |
|
|
2019
Q3 | $44K | Sell |
11,240
-510
| -4% | -$2K | ﹤0.01% | 449 |
|
|
2019
Q2 | $48K | Buy |
11,750
+1,550
| +15% | +$6.33K | 0.01% | 469 |
|
|
2019
Q1 | $55K | Sell |
10,200
-300
| -3% | -$1.62K | 0.01% | 485 |
|
|
2018
Q4 | $37K | Sell |
10,500
-9,750
| -48% | -$34.4K | 0.01% | 456 |
|
|
2018
Q3 | $90K | Hold |
20,250
| – | – | 0.01% | 480 |
|
|
2018
Q2 | $109K | Buy |
20,250
+1,550
| +8% | +$8.34K | 0.01% | 491 |
|
|
2018
Q1 | $81K | Hold |
18,700
| – | – | 0.01% | 497 |
|
|
2017
Q4 | $80K | Hold |
18,700
| – | – | 0.01% | 507 |
|
|
2017
Q3 | $83K | Hold |
18,700
| – | – | 0.01% | 542 |
|
|
2017
Q2 | $83K | Hold |
18,700
| – | – | 0.01% | 575 |
|
|
2017
Q1 | $87K | Hold |
18,700
| – | – | 0.01% | 566 |
|
|
2016
Q4 | $87K | Buy |
18,700
+2,000
| +12% | +$9.31K | 0.01% | 578 |
|
|
2016
Q3 | $93K | Buy |
16,700
+3,750
| +29% | +$20.9K | 0.01% | 522 |
|
|
2016
Q2 | $73K | Buy |
+12,950
| New | +$73K | 0.01% | 555 |
|