Engrave Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $263K | Buy |
4,463
+492
| +12% | +$29K | 0.08% | 64 |
|
|
2023
Q3 | $222K | Buy |
3,971
+497
| +14% | +$27.8K | 0.07% | 64 |
|
|
2023
Q2 | $209K | Sell |
3,474
-57
| -2% | -$3.43K | 0.07% | 64 |
|
|
2023
Q1 | $225K | Buy |
3,531
+45
| +1% | +$2.87K | 0.08% | 63 |
|
|
2022
Q4 | $209K | Buy |
+3,486
| New | +$209K | 0.07% | 69 |
|
|
2020
Q3 | – | Sell |
-2,513
| Closed | -$112K | – | 257 |
|
|
2020
Q2 | $112K | Sell |
2,513
-59
| -2% | -$2.63K | 0.1% | 70 |
|
|
2020
Q1 | $113K | Sell |
2,572
-366
| -12% | -$16.1K | 0.13% | 54 |
|
|
2019
Q4 | $162K | Buy |
+2,938
| New | +$162K | 0.16% | 53 |
|