Cavalier Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,778
| Closed | -$686K | – | 78 |
|
|
2022
Q4 | $686K | Sell |
10,778
-695
| -6% | -$44.2K | 0.25% | 63 |
|
|
2022
Q3 | $643K | Sell |
11,473
-4,268
| -27% | -$239K | 0.23% | 68 |
|
|
2022
Q2 | $990K | Sell |
15,741
-6,741
| -30% | -$424K | 0.35% | 56 |
|
|
2022
Q1 | $1.39M | Sell |
22,482
-5,727
| -20% | -$355K | 0.36% | 60 |
|
|
2021
Q4 | $1.67M | Sell |
28,209
-1,601
| -5% | -$94.8K | 0.43% | 73 |
|
|
2021
Q3 | $1.56M | Buy |
+29,810
| New | +$1.56M | 0.49% | 66 |
|
|
2019
Q1 | – | Sell |
-23,370
| Closed | -$1.11M | – | 146 |
|
|
2018
Q4 | $1.11M | Buy |
+23,370
| New | +$1.11M | 0.36% | 53 |
|