Cardan Capital Partners’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 | $228K | Sell |
4,351
-1,175
| -21% | -$61.6K | 0.03% | 225 |
|
|
2021
Q2 | $299K | Sell |
5,526
-9
| -0.2% | -$487 | 0.03% | 207 |
|
|
2021
Q1 | $292K | Sell |
5,535
-1,193
| -18% | -$62.9K | 0.04% | 186 |
|
|
2020
Q4 | $369K | Buy |
6,728
+1,641
| +32% | +$90K | 0.05% | 160 |
|
|
2020
Q3 | $251K | Sell |
5,087
-559
| -10% | -$27.6K | 0.03% | 203 |
|
|
2020
Q2 | $252K | Sell |
5,646
-1,354
| -19% | -$60.4K | 0.04% | 200 |
|
|
2020
Q1 | $310K | Buy |
7,000
+2,900
| +71% | +$128K | 0.05% | 148 |
|
|
2019
Q4 | $227K | Hold |
4,100
| – | – | 0.03% | 174 |
|
|
2019
Q3 | $223K | Hold |
4,100
| – | – | 0.03% | 180 |
|
|
2019
Q2 | $209K | Sell |
4,100
-1,444
| -26% | -$73.6K | 0.03% | 165 |
|
|
2019
Q1 | $260K | Sell |
5,544
-33
| -0.6% | -$1.55K | 0.04% | 153 |
|
|
2018
Q4 | $264K | Hold |
5,577
| – | – | 0.05% | 147 |
|
|
2018
Q3 | $258K | Hold |
5,577
| – | – | 0.04% | 157 |
|
|
2018
Q2 | $245K | Sell |
5,577
-670
| -11% | -$29.4K | 0.04% | 158 |
|
|
2018
Q1 | $271K | Buy |
+6,247
| New | +$271K | 0.04% | 159 |
|