Values First 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$26 | – | 262 |
|
|
2023
Q1 | $26 | Buy |
+14
| New | +$26 | ﹤0.01% | 362 |
|
|
2021
Q3 | – | Sell |
-128,726
| Closed | -$691K | – | 154 |
|
|
2021
Q2 | $691K | Sell |
128,726
-2,407
| -2% | -$12.9K | 0.47% | 78 |
|
|
2021
Q1 | $648K | Buy |
131,133
+2,355
| +2% | +$11.6K | 0.48% | 74 |
|
|
2020
Q4 | $495K | Sell |
128,778
-3,267
| -2% | -$12.6K | 0.39% | 86 |
|
|
2020
Q3 | $460K | Buy |
132,045
+14,414
| +12% | +$50.2K | 0.42% | 84 |
|
|
2020
Q2 | $353K | Sell |
117,631
-1,992
| -2% | -$5.98K | 0.35% | 94 |
|
|
2020
Q1 | $279K | Buy |
119,623
+29,728
| +33% | +$69.3K | 0.33% | 90 |
|
|
2019
Q4 | $414K | Buy |
+89,895
| New | +$414K | 0.4% | 83 |
|