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True Wealth Design’s Vita Coco COCO Stock Holding History

True Wealth Design’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$434 Sell
12
-6
-33% -$217 ﹤0.01% 1804
2025
Q1 		$552 Buy
18
+6
+50% +$184 ﹤0.01% 1508
2024
Q4 		$443 Hold
12
– – ﹤0.01% 1113
2024
Q3 		$340 Buy
+12
New +$340 ﹤0.01% 1144