Chessman Wealth Strategies RIA’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-17,483
| Closed | -$819K | – | 17 |
|
|
2019
Q1 | $819K | Buy |
17,483
+230
| +1% | +$10.8K | 0.7% | 11 |
|
|
2018
Q4 | $817K | Buy |
17,253
+207
| +1% | +$9.8K | 0.87% | 13 |
|
|
2018
Q3 | $787K | Sell |
17,046
-4,941
| -22% | -$228K | 0.69% | 15 |
|
|
2018
Q2 | $964K | Buy |
+21,987
| New | +$964K | 0.85% | 15 |
|
|
2018
Q1 | – | Sell |
-5,573
| Closed | -$256K | – | 30 |
|
|
2017
Q4 | $256K | Buy |
+5,573
| New | +$256K | 0.26% | 25 |
|