Transaction log

  • Jun 1, 2021 - Bought 50 @ $12.00 (0.35% wtg, opportunistic)

  • Oct 5, 2023 - Sold 50 @ $12.98 (closed, 0% wtg)

Performance

  • Total return = +15.42%

  • Coffee Can contribution = +0.09%

Natural Grocers by Vitamin Cottage

Location: Lakewood, Colorado

 
History
Selling 5 equity stakes, adding to 4
Selling 5 equity stakes, adding to 4

Introducing Coffee Can rule #19: Water the flowers, pull the weeds. [trades]

Adding to defensive stocks
Adding to defensive stocks

Right now a lot of attention is on reopening plays while more defensive plays, e.g. grocery stores and discount retailers, are being neglected. Nice to have the company of noted value investor Charles Akre. [trades]