Camarda Financial Advisors’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 |
-5,325
| Closed | -$288K | – | 98 |
|
|
2021
Q2 | $288K | Hold |
5,325
| – | – | 0.18% | 76 |
|
|
2021
Q1 | $281K | Buy |
+5,325
| New | +$281K | 0.2% | 78 |
|
|
2019
Q3 | – | Sell |
-337
| Closed | -$17K | – | 277 |
|
|
2019
Q2 | $17K | Buy |
337
+184
| +120% | +$9.28K | 0.03% | 127 |
|
|
2019
Q1 | $7K | Buy |
153
+49
| +47% | +$2.24K | 0.01% | 209 |
|
|
2018
Q4 | $5K | Sell |
104
-1,560
| -94% | -$75K | 0.01% | 145 |
|
|
2018
Q3 | $77K | Buy |
1,664
+1,560
| +1,500% | +$72.2K | 0.09% | 91 |
|
|
2018
Q2 | $5K | Hold |
104
| – | – | 0.01% | 177 |
|
|
2018
Q1 | $5K | Hold |
104
| – | – | 0.01% | 162 |
|
|
2017
Q4 | $5K | Sell |
104
-210
| -67% | -$10.1K | 0.01% | 166 |
|
|
2017
Q3 | $14K | Sell |
314
-75
| -19% | -$3.34K | 0.02% | 165 |
|
|
2017
Q2 | $17K | Buy |
389
+79
| +25% | +$3.45K | 0.02% | 157 |
|
|
2017
Q1 | $13K | Sell |
310
-12,449
| -98% | -$522K | 0.01% | 145 |
|
|
2016
Q4 | $529K | Buy |
12,759
+12,549
| +5,976% | +$520K | 0.36% | 73 |
|
|
2016
Q3 | $9K | Sell |
210
-208
| -50% | -$8.91K | 0.01% | 181 |
|
|
2016
Q2 | $19K | Sell |
418
-2,418
| -85% | -$110K | 0.01% | 176 |
|
|
2016
Q1 | $132K | Buy |
2,836
+2,628
| +1,263% | +$122K | 0.08% | 122 |
|
|
2015
Q4 | $9K | Hold |
208
| – | – | 0.01% | 203 |
|
|
2015
Q3 | $8K | Hold |
208
| – | – | 0.01% | 147 |
|
|
2015
Q2 | $8K | Sell |
208
-2,127
| -91% | -$81.8K | ﹤0.01% | 184 |
|
|
2015
Q1 | $95K | Buy |
2,335
+208
| +10% | +$8.46K | 0.05% | 105 |
|
|
2014
Q4 | $90K | Hold |
2,127
| – | – | 0.06% | 103 |
|
|
2014
Q3 | $91K | Hold |
2,127
| – | – | 0.06% | 98 |
|
|
2014
Q2 | $90K | Hold |
2,127
| – | – | 0.06% | 101 |
|
|
2014
Q1 | $82K | Buy |
+2,127
| New | +$82K | 0.06% | 103 |
|
|
2013
Q3 | – | Sell |
-102
| Closed | -$4K | – | 167 |
|
|
2013
Q2 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 217 |
|