Cordasco Financial Network’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$52K	Hold	820	–	–	0.04%	186
2022 Q1	$51K	Hold	820	–	–	0.03%	192
2021 Q4	$49K	Hold	820	–	–	0.03%	208
2021 Q3	$43K	Sell	820 -300	-27%	-$15.7K	0.03%	218
2021 Q2	$61K	Hold	1,120	–	–	0.04%	171
2021 Q1	$59K	Sell	1,120 -197	-15%	-$10.4K	0.04%	158
2020 Q4	$72K	Buy	1,317 +300	+29%	+$16.4K	0.06%	130
2020 Q3	$50K	Hold	1,017	–	–	0.04%	160
2020 Q2	$45K	Hold	1,017	–	–	0.04%	156
2020 Q1	$45K	Buy	1,017 +197	+24%	+$8.72K	0.05%	138
2019 Q4	$45K	Hold	820	–	–	0.04%	150
2019 Q3	$45K	Hold	820	–	–	0.04%	145
2019 Q2	$42K	Sell	820 -214	-21%	-$11K	0.04%	149
2019 Q1	$48K	Hold	1,034	–	–	0.05%	138
2018 Q4	$49K	Buy	1,034 +214	+26%	+$10.1K	0.06%	116
2018 Q3	$38K	Hold	820	–	–	0.04%	158
2018 Q2	$36K	Buy	820 +280	+52%	+$12.3K	0.04%	164
2018 Q1	$23K	Hold	540	–	–	0.02%	168
2017 Q4	$25K	Buy	+540	New	+$25K	0.03%	153
2016 Q4	–	Sell	-2,540	Closed	-$115K	–	253
2016 Q3	$115K	Hold	2,540	–	–	0.13%	87
2016 Q2	$115K	Sell	2,540 -600	-19%	-$27.2K	0.13%	87
2016 Q1	$146K	Hold	3,140	–	–	0.16%	76
2015 Q4	$135K	Hold	3,140	–	–	0.12%	87
2015 Q3	$126K	Hold	3,140	–	–	0.1%	87
2015 Q2	$123K	Buy	3,140 +540	+21%	+$21.2K	0.1%	88
2015 Q1	$105K	Buy	2,600 +600	+30%	+$24.2K	0.07%	113
2014 Q4	$84K	Sell	2,000 -540	-21%	-$22.7K	0.07%	129
2014 Q3	$108K	Sell	2,540 -500	-16%	-$21.3K	0.08%	122
2014 Q2	$129K	Hold	3,040	–	–	0.1%	114
2014 Q1	$118K	Hold	3,040	–	–	0.09%	113
2013 Q4	$126K	Buy	+3,040	New	+$126K	0.09%	95