Bernardo Wealth Planning’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,324
| Closed | -$675K | – | 112 |
|
|
2020
Q4 | $675K | Sell |
12,324
-162
| -1% | -$8.87K | 0.26% | 81 |
|
|
2020
Q3 | $616K | Buy |
12,486
+2,288
| +22% | +$113K | 0.28% | 73 |
|
|
2020
Q2 | $455K | Buy |
10,198
+458
| +5% | +$20.4K | 0.24% | 80 |
|
|
2020
Q1 | $431K | Buy |
9,740
+1,865
| +24% | +$82.5K | 0.3% | 82 |
|
|
2019
Q4 | $435K | Sell |
7,875
-87
| -1% | -$4.81K | 0.26% | 90 |
|
|
2019
Q3 | $433K | Sell |
7,962
-436
| -5% | -$23.7K | 0.31% | 82 |
|
|
2019
Q2 | $428K | Buy |
8,398
+3,038
| +57% | +$155K | 0.34% | 80 |
|
|
2019
Q1 | $251K | Buy |
5,360
+429
| +9% | +$20.1K | 0.2% | 116 |
|
|
2018
Q4 | $233K | Buy |
+4,931
| New | +$233K | 0.21% | 116 |
|