Essex Private Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,165
| Closed | -$779K | – | 51 |
|
|
2021
Q4 | $779K | Buy |
13,165
+11
| +0.1% | +$651 | 0.66% | 25 |
|
|
2021
Q3 | $690K | Sell |
13,154
-184
| -1% | -$9.65K | 0.63% | 30 |
|
|
2021
Q2 | $722K | Sell |
13,338
-168
| -1% | -$9.09K | 0.66% | 31 |
|
|
2021
Q1 | $712K | Sell |
13,506
-1,815
| -12% | -$95.7K | 0.68% | 28 |
|
|
2020
Q4 | $840K | Sell |
15,321
-219
| -1% | -$12K | 0.82% | 27 |
|
|
2020
Q3 | $767K | Sell |
15,540
-100
| -0.6% | -$4.94K | 0.79% | 28 |
|
|
2020
Q2 | $698K | Sell |
15,640
-119
| -0.8% | -$5.31K | 0.81% | 27 |
|
|
2020
Q1 | $697K | Buy |
15,759
+183
| +1% | +$8.09K | 0.91% | 23 |
|
|
2019
Q4 | $862K | Buy |
+15,576
| New | +$862K | 0.87% | 26 |
|