Clear Perspective Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $170K | Hold |
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|
2018
Q1 | $169K | Sell |
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|
2017
Q4 | $197K | Hold |
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|
2017
Q3 | $193K | Sell |
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|
2017
Q2 | $196K | Sell |
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|
2017
Q1 | $202K | Hold |
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|
2016
Q4 | $198K | Buy |
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