Advocacy Wealth Management Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-451
| Closed | -$27K | – | 208 |
|
|
2021
Q4 | $27K | Hold |
451
| – | – | ﹤0.01% | 80 |
|
|
2021
Q3 | $24K | Sell |
451
-343
| -43% | -$18.3K | ﹤0.01% | 83 |
|
|
2021
Q2 | $43K | Buy |
794
+343
| +76% | +$18.6K | 0.01% | 67 |
|
|
2021
Q1 | $24K | Hold |
451
| – | – | ﹤0.01% | 85 |
|
|
2020
Q4 | $25K | Hold |
451
| – | – | ﹤0.01% | 78 |
|
|
2020
Q3 | $22K | Hold |
451
| – | – | ﹤0.01% | 79 |
|
|
2020
Q2 | $20K | Hold |
451
| – | – | ﹤0.01% | 85 |
|
|
2020
Q1 | $19K | Hold |
451
| – | – | ﹤0.01% | 78 |
|
|
2019
Q4 | $25K | Hold |
451
| – | – | 0.01% | 86 |
|
|
2019
Q3 | $25K | Sell |
451
-200
| -31% | -$11.1K | 0.02% | 83 |
|
|
2019
Q2 | $33K | Hold |
651
| – | – | 0.02% | 53 |
|
|
2019
Q1 | $30K | Sell |
651
-400
| -38% | -$18.4K | 0.03% | 51 |
|
|
2018
Q4 | $50K | Hold |
1,051
| – | – | 0.04% | 35 |
|
|
2018
Q3 | $49K | Hold |
1,051
| – | – | 0.03% | 41 |
|
|
2018
Q2 | $46K | Hold |
1,051
| – | – | 0.03% | 43 |
|
|
2018
Q1 | $46K | Hold |
1,051
| – | – | 0.03% | 42 |
|
|
2017
Q4 | $48K | Hold |
1,051
| – | – | 0.03% | 51 |
|
|
2017
Q3 | $47K | Hold |
1,051
| – | – | 0.02% | 69 |
|
|
2017
Q2 | $47K | Sell |
1,051
-500
| -32% | -$22.4K | 0.02% | 76 |
|
|
2017
Q1 | $66K | Hold |
1,551
| – | – | 0.02% | 64 |
|
|
2016
Q4 | $64K | Sell |
1,551
-114
| -7% | -$4.7K | 0.02% | 63 |
|
|
2016
Q3 | $70K | Sell |
1,665
-1,510
| -48% | -$63.5K | 0.03% | 94 |
|
|
2016
Q2 | $144K | Sell |
3,175
-400
| -11% | -$18.1K | 0.07% | 80 |
|
|
2016
Q1 | $166K | Sell |
3,575
-685
| -16% | -$31.8K | 0.12% | 104 |
|
|
2015
Q4 | $183K | Buy |
+4,260
| New | +$183K | 0.21% | 88 |
|
|
2013
Q3 | $101K | Hold |
2,675
| – | – | 0.28% | 65 |
|
|
2013
Q2 | $107K | Buy |
+2,675
| New | +$107K | 0.43% | 59 |
|