Claraphi Advisory Network’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-143
| Closed | -$6K | – | 789 |
|
|
2020
Q1 | $6K | Buy |
+143
| New | +$6K | ﹤0.01% | 856 |
|
|
2018
Q4 | – | Sell |
-7,136
| Closed | -$329K | – | 244 |
|
|
2018
Q3 | $329K | Sell |
7,136
-994
| -12% | -$45.8K | 0.18% | 149 |
|
|
2018
Q2 | $356K | Sell |
8,130
-762
| -9% | -$33.4K | 0.23% | 126 |
|
|
2018
Q1 | $386K | Buy |
8,892
+2,403
| +37% | +$104K | 0.27% | 105 |
|
|
2017
Q4 | $298K | Buy |
+6,489
| New | +$298K | 0.23% | 134 |
|