Enlightenment Research’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,597
| Closed | -$1.09M | – | 147 |
|
|
2022
Q1 | $1.09M | Buy |
17,597
+10,419
| +145% | +$646K | 1.45% | 17 |
|
|
2021
Q4 | $425K | Buy |
+7,178
| New | +$425K | 0.6% | 48 |
|
|
2020
Q3 | – | Sell |
-12,900
| Closed | -$576K | – | 98 |
|
|
2020
Q2 | $576K | Buy |
+12,900
| New | +$576K | 1.37% | 22 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$332K | – | 179 |
|
|
2019
Q4 | $332K | Buy |
+6,000
| New | +$332K | 1.56% | 23 |
|
|
2019
Q3 | – | Sell |
-10,500
| Closed | -$515K | – | 190 |
|
|
2019
Q2 | $515K | Buy |
+10,500
| New | +$515K | 0.26% | 113 |
|
|
2019
Q1 | – | Sell |
-7,500
| Closed | -$355K | – | 397 |
|
|
2018
Q4 | $355K | Buy |
+7,500
| New | +$355K | 0.44% | 42 |
|