Steward Partners Investment Advisory’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	$5.49K	Buy	+152	New	+$5.49K	﹤0.01%	3450
2023 Q4	–	Sell	-985	Closed	-$25.6K	–	3499
2023 Q3	$25.6K	Sell	985 -315	-24%	-$8.2K	﹤0.01%	2193
2023 Q2	$34.9K	Buy	+1,300	New	+$34.9K	﹤0.01%	2035