BlueSky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,528
| Closed | -$227K | – | 51 |
|
|
2020
Q3 | $227K | Sell |
4,528
-21
| -0.5% | -$1.05K | 0.06% | 47 |
|
|
2020
Q2 | $203K | Sell |
4,549
-198
| -4% | -$8.84K | 0.06% | 51 |
|
|
2020
Q1 | $210K | Sell |
4,747
-250
| -5% | -$11.1K | 0.08% | 50 |
|
|
2019
Q4 | $277K | Sell |
4,997
-200
| -4% | -$11.1K | 0.09% | 53 |
|
|
2019
Q3 | $280K | Sell |
5,197
-418
| -7% | -$22.5K | 0.1% | 55 |
|
|
2019
Q2 | $286K | Sell |
5,615
-785
| -12% | -$40K | 0.1% | 56 |
|
|
2019
Q1 | $299K | Hold |
6,400
| – | – | 0.11% | 52 |
|
|
2018
Q4 | $309K | Buy |
+6,400
| New | +$309K | 0.12% | 51 |
|