Elevated Capital Advisors’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 | – | Sell |
-21,418
| Closed | -$1.29M | – | 176 |
|
|
2023
Q2 | $1.29M | Buy |
21,418
+434
| +2% | +$26.1K | 0.43% | 83 |
|
|
2023
Q1 | $1.3M | Buy |
20,984
+59
| +0.3% | +$3.66K | 0.47% | 79 |
|
|
2022
Q4 | $1.33M | Buy |
20,925
+879
| +4% | +$55.9K | 0.51% | 69 |
|
|
2022
Q3 | $1.12M | Buy |
+20,046
| New | +$1.12M | 0.44% | 83 |
|
|
2022
Q1 | $1.11M | Buy |
+17,836
| New | +$1.11M | 0.37% | 90 |
|
|
2021
Q3 | $802K | Buy |
+15,284
| New | +$802K | 0.28% | 107 |
|
|
2021
Q1 | $719K | Sell |
13,271
-7
| -0.1% | -$379 | 0.28% | 106 |
|
|
2020
Q4 | $728K | Sell |
13,278
-1,056
| -7% | -$57.9K | 0.32% | 103 |
|
|
2020
Q3 | $774K | Sell |
14,334
-633
| -4% | -$34.2K | 0.36% | 101 |
|
|
2020
Q2 | $766K | Buy |
+14,967
| New | +$766K | 0.36% | 104 |
|
|
2019
Q4 | $416K | Buy |
+7,520
| New | +$416K | 0.46% | 64 |
|
|
2019
Q1 | $822K | Buy |
+17,268
| New | +$822K | 0.54% | 61 |
|