Caerus Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,847
| Closed | -$245K | – | 51 |
|
|
2022
Q4 | $245K | Hold |
3,847
| – | – | 0.37% | 37 |
|
|
2022
Q3 | $216K | Sell |
3,847
-1,000
| -21% | -$56.1K | 0.27% | 50 |
|
|
2022
Q2 | $305K | Hold |
4,847
| – | – | 0.37% | 48 |
|
|
2022
Q1 | $313K | Buy |
4,847
+47
| +1% | +$3.04K | 0.38% | 42 |
|
|
2021
Q4 | $284K | Buy |
+4,800
| New | +$284K | 0.31% | 44 |
|