Atlas Private Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,820
| Closed | -$201K | – | 255 |
|
|
2021
Q1 | $201K | Sell |
3,820
-1,125
| -23% | -$59.2K | 0.13% | 117 |
|
|
2020
Q4 | $271K | Sell |
4,945
-125
| -2% | -$6.85K | 0.19% | 103 |
|
|
2020
Q3 | $250K | Sell |
5,070
-790
| -13% | -$39K | 0.2% | 96 |
|
|
2020
Q2 | $262K | Hold |
5,860
| – | – | 0.21% | 92 |
|
|
2020
Q1 | $259K | Buy |
5,860
+1
| +0% | +$44 | 0.24% | 91 |
|
|
2019
Q4 | $324K | Buy |
+5,859
| New | +$324K | 0.25% | 95 |
|