Capital Directions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $55.3K | Buy |
+869
| New | +$55.3K | 0.02% | 117 |
|
|
2022
Q3 | – | Sell |
-19,003
| Closed | -$1.2M | – | 148 |
|
|
2022
Q2 | $1.2M | Buy |
19,003
+16,411
| +633% | +$1.03M | 0.4% | 24 |
|
|
2022
Q1 | $161K | Buy |
+2,592
| New | +$161K | 0.05% | 76 |
|
|
2021
Q4 | – | Sell |
-2,690
| Closed | -$141K | – | 143 |
|
|
2021
Q3 | $141K | Buy |
+2,690
| New | +$141K | 0.04% | 76 |
|
|
2021
Q1 | – | Sell |
-959
| Closed | -$53K | – | 277 |
|
|
2020
Q4 | $53K | Hold |
959
| – | – | 0.02% | 108 |
|
|
2020
Q3 | $47K | Hold |
959
| – | – | 0.02% | 114 |
|
|
2020
Q2 | $43K | Sell |
959
-427
| -31% | -$19.1K | 0.02% | 115 |
|
|
2020
Q1 | $61K | Hold |
1,386
| – | – | 0.03% | 96 |
|
|
2019
Q4 | $77K | Hold |
1,386
| – | – | 0.02% | 107 |
|
|
2019
Q3 | $75K | Buy |
+1,386
| New | +$75K | 0.02% | 102 |
|