Caliber Wealth Management (Utah)’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,655	Closed	-$252K	–	74
2021 Q2	$252K	Sell	4,655 -15,778	-77%	-$854K	0.18%	72
2021 Q1	$1.08M	Buy	20,433 +593	+3%	+$31.3K	0.78%	45
2020 Q4	$1.09M	Buy	+19,840	New	+$1.09M	1.07%	44