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Capstone Financial Group’s Coca-Cola KO Stock Holding History

Capstone Financial Group’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$1.5M Sell
30,691
-3,398
-10% -$166K 1.16% 24
2020
Q2 		$1.54M Sell
34,089
-3,179
-9% -$144K 1.27% 20
2020
Q1 		$1.65M Sell
37,268
-694
-2% -$30.7K 1.7% 16
2019
Q4 		$2.1M Buy
+37,962
New +$2.1M 2.02% 13