EWA
Etesian Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,126
| Closed | -$225K | – | 145 |
|
|
2024
Q3 | $225K | Buy |
+3,126
| New | +$225K | 0.1% | 136 |
|
|
2023
Q2 | – | Sell |
-3,257
| Closed | -$202K | – | 109 |
|
|
2023
Q1 | $202K | Hold |
3,257
| – | – | 0.13% | 105 |
|
|
2022
Q4 | $207K | Buy |
+3,257
| New | +$207K | 0.15% | 104 |
|