CSat Investment Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3K | Buy |
63
+16
| +34% | +$762 | ﹤0.01% | 507 |
|
|
2020
Q4 | $3K | Sell |
47
-23,467
| -100% | -$1.5M | ﹤0.01% | 506 |
|
|
2020
Q3 | $1.16M | Buy |
23,514
+240
| +1% | +$11.9K | 0.1% | 94 |
|
|
2020
Q2 | $1.04M | Buy |
23,274
+550
| +2% | +$24.6K | 0.13% | 84 |
|
|
2020
Q1 | $1.01M | Buy |
22,724
+7,566
| +50% | +$335K | 0.21% | 68 |
|
|
2019
Q4 | $839K | Buy |
15,158
+3,991
| +36% | +$221K | 0.22% | 89 |
|
|
2019
Q3 | $608K | Buy |
11,167
+348
| +3% | +$18.9K | 0.19% | 90 |
|
|
2019
Q2 | $551K | Buy |
10,819
+5,884
| +119% | +$300K | 0.19% | 94 |
|
|
2019
Q1 | $231K | Buy |
4,935
+2,113
| +75% | +$98.9K | 0.12% | 114 |
|
|
2018
Q4 | $134K | Sell |
2,822
-26,944
| -91% | -$1.28M | 0.08% | 119 |
|
|
2018
Q3 | $1.38M | Buy |
29,766
+2,642
| +10% | +$122K | 0.78% | 34 |
|
|
2018
Q2 | $1.19M | Buy |
+27,124
| New | +$1.19M | 0.63% | 39 |
|