Beacon Pointe Wealth Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$314K Sell
5,613
-624
-10% -$34.9K 0.06% 211
2019
Q3
$340K Sell
6,237
-3,433
-36% -$187K 0.07% 199
2019
Q2
$492K Buy
9,670
+1,361
+16% +$69.2K 0.1% 160
2019
Q1
$390K Buy
8,309
+1,963
+31% +$92.1K 0.09% 176
2018
Q4
$300K Buy
+6,346
New +$300K 0.11% 171