Deane Retirement Strategies’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-32,835
| Closed | -$2.09M | – | 75 |
|
2022
Q4 | $2.09M | Sell |
32,835
-127
| -0.4% | -$8.08K | 1.16% | 24 |
|
2022
Q3 | $1.85M | Buy |
32,962
+1,068
| +3% | +$59.8K | 1.13% | 19 |
|
2022
Q2 | $2.05M | Sell |
31,894
-235
| -0.7% | -$15.1K | 1.27% | 17 |
|
2022
Q1 | $2.02M | Buy |
+32,129
| New | +$2.02M | 1.12% | 29 |
|
2017
Q1 | – | Sell |
-52,445
| Closed | -$2.18M | – | 54 |
|
2016
Q4 | $2.18M | Buy |
+52,445
| New | +$2.18M | 1.94% | 18 |
|