Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,183
| Closed | -$131K | – | 389 |
|
|
2023
Q2 | $131K | Sell |
2,183
-341
| -14% | -$20.5K | 0.13% | 125 |
|
|
2023
Q1 | $157K | Sell |
2,524
-185
| -7% | -$11.5K | 0.16% | 121 |
|
|
2022
Q4 | $172K | Buy |
2,709
+18
| +0.7% | +$1.15K | 0.13% | 96 |
|
|
2022
Q3 | $151K | Buy |
2,691
+3
| +0.1% | +$168 | 0.12% | 90 |
|
|
2022
Q2 | $169K | Sell |
2,688
-257
| -9% | -$16.2K | 0.13% | 91 |
|
|
2022
Q1 | $183K | Sell |
2,945
-796
| -21% | -$49.5K | 0.12% | 89 |
|
|
2021
Q4 | $222K | Sell |
3,741
-811
| -18% | -$48.1K | 0.14% | 106 |
|
|
2021
Q3 | $239K | Buy |
4,552
+635
| +16% | +$33.3K | 0.15% | 105 |
|
|
2021
Q2 | $212K | Buy |
3,917
+1,127
| +40% | +$61K | 0.13% | 111 |
|
|
2021
Q1 | $147K | Sell |
2,790
-4,881
| -64% | -$257K | 0.1% | 131 |
|
|
2020
Q4 | $421K | Buy |
+7,671
| New | +$421K | 0.28% | 68 |
|