Alaethes Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-420
| Closed | -$26K | – | 213 |
|
|
2022
Q1 | $26K | Sell |
420
-50
| -11% | -$3.1K | 0.02% | 161 |
|
|
2021
Q4 | $28K | Sell |
470
-5,248
| -92% | -$313K | 0.02% | 153 |
|
|
2021
Q3 | $300K | Sell |
5,718
-457
| -7% | -$24K | 0.22% | 84 |
|
|
2021
Q2 | $334K | Sell |
6,175
-7,243
| -54% | -$392K | 0.26% | 81 |
|
|
2021
Q1 | $707K | Buy |
+13,418
| New | +$707K | 0.66% | 65 |
|