Clear Perspective Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $266K | Hold |
4,493
| – | – | 0.08% | 147 |
|
|
2021
Q3 | $236K | Hold |
4,493
| – | – | 0.08% | 151 |
|
|
2021
Q2 | $243K | Buy |
4,493
+127
| +3% | +$6.87K | 0.08% | 149 |
|
|
2021
Q1 | $230K | Sell |
4,366
-162
| -4% | -$8.53K | 0.09% | 144 |
|
|
2020
Q4 | $248K | Buy |
+4,528
| New | +$248K | 0.1% | 128 |
|
|
2018
Q3 | – | Sell |
-3,880
| Closed | -$170K | – | 303 |
|
|
2018
Q2 | $170K | Hold |
3,880
| – | – | 0.12% | 148 |
|
|
2018
Q1 | $169K | Sell |
3,880
-411
| -10% | -$17.9K | 0.13% | 147 |
|
|
2017
Q4 | $197K | Hold |
4,291
| – | – | 0.15% | 132 |
|
|
2017
Q3 | $193K | Sell |
4,291
-74
| -2% | -$3.33K | 0.16% | 133 |
|
|
2017
Q2 | $196K | Sell |
4,365
-400
| -8% | -$18K | 0.16% | 124 |
|
|
2017
Q1 | $202K | Hold |
4,765
| – | – | 0.13% | 119 |
|
|
2016
Q4 | $198K | Buy |
+4,765
| New | +$198K | 0.13% | 123 |
|