Daniel L. Goodwin’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 | $224K | Hold |
4,000
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $241K | Hold |
4,000
| – | – | 0.12% | 73 |
|
|
2023
Q1 | $248K | Hold |
4,000
| – | – | 0.13% | 71 |
|
|
2022
Q4 | $254K | Buy |
+4,000
| New | +$254K | 0.13% | 75 |
|
|
2022
Q3 | – | Sell |
-3,400
| Closed | -$213K | – | 93 |
|
|
2022
Q2 | $213K | Sell |
3,400
-700
| -17% | -$43.9K | 0.12% | 84 |
|
|
2022
Q1 | $254K | Buy |
4,100
+350
| +9% | +$21.7K | 0.11% | 77 |
|
|
2021
Q4 | $222K | Buy |
+3,750
| New | +$222K | 0.1% | 92 |
|
|
2021
Q3 | – | Sell |
-3,750
| Closed | -$203K | – | 114 |
|
|
2021
Q2 | $203K | Buy |
+3,750
| New | +$203K | 0.1% | 108 |
|