Custom Index Systems’s Coca-Cola KO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,843
Closed -$204K 262
2024
Q3
$204K Buy
+2,843
New +$204K 0.11% 226
2024
Q2
Sell
-3,942
Closed -$241K 282
2024
Q1
$241K Buy
+3,942
New +$241K 0.14% 213