Cascadia Advisory Services’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 | $512K | Buy |
9,757
+25
| +0.3% | +$1.31K | 0.1% | 179 |
|
|
2021
Q2 | $527K | Sell |
9,732
-277
| -3% | -$15K | 0.11% | 172 |
|
|
2021
Q1 | $528K | Buy |
+10,009
| New | +$528K | 0.12% | 158 |
|
|
2020
Q3 | $500K | Sell |
10,122
-1,340
| -12% | -$66.2K | 0.14% | 159 |
|
|
2020
Q2 | $512K | Buy |
+11,462
| New | +$512K | 0.16% | 119 |
|
|
2019
Q4 | $525K | Buy |
+9,488
| New | +$525K | 0.15% | 134 |
|