BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,263
| Closed | -$236K | – | 117 |
|
|
2019
Q4 | $236K | Hold |
4,263
| – | – | 0.13% | 99 |
|
|
2019
Q3 | $234K | Hold |
4,263
| – | – | 0.16% | 90 |
|
|
2019
Q2 | $220K | Hold |
4,263
| – | – | 0.15% | 93 |
|
|
2019
Q1 | $200K | Sell |
4,263
-3,000
| -41% | -$141K | 0.13% | 103 |
|
|
2018
Q4 | $344K | Buy |
7,263
+465
| +7% | +$22K | 0.24% | 70 |
|
|
2018
Q3 | $317K | Buy |
6,798
+439
| +7% | +$20.5K | 0.2% | 76 |
|
|
2018
Q2 | $281K | Buy |
+6,359
| New | +$281K | 0.2% | 78 |
|