Simplicity Wealth’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 | $635K | Buy |
17,586
+7,171
| +69% | +$259K | 0.03% | 409 |
|
|
2025
Q1 | $319K | Buy |
+10,415
| New | +$319K | 0.02% | 415 |
|
|
2024
Q4 | – | Sell |
-8,431
| Closed | -$239K | – | 371 |
|
|
2024
Q3 | $239K | Sell |
8,431
-13,863
| -62% | -$392K | 0.02% | 432 |
|
|
2024
Q2 | $621K | Buy |
22,294
+7,252
| +48% | +$202K | 0.01% | 671 |
|
|
2024
Q1 | $367K | Buy |
+15,042
| New | +$367K | 0.01% | 848 |
|