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Wealthquest’s Coda Octopus Group CODA Stock Holding History

Wealthquest’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$119K Hold
14,603
– – 0.01% 137
2025
Q1 		$91.1K Hold
14,603
– – 0.01% 134
2024
Q4 		$114K Hold
14,603
– – 0.01% 127
2024
Q3 		$108K Buy
+14,603
New +$108K 0.01% 129