Clarus Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,641
| Closed | -$84K | – | 379 |
|
|
2019
Q2 | $84K | Buy |
1,641
+6
| +0.4% | +$307 | 0.06% | 215 |
|
|
2019
Q1 | $77K | Hold |
1,635
| – | – | 0.06% | 232 |
|
|
2018
Q4 | $77K | Buy |
1,635
+7
| +0.4% | +$330 | 0.12% | 204 |
|
|
2018
Q3 | $75K | Sell |
1,628
-703
| -30% | -$32.4K | 0.05% | 239 |
|
|
2018
Q2 | $101K | Buy |
+2,331
| New | +$101K | 0.08% | 192 |
|