Evolution Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,509
| Closed | -$79K | – | 412 |
|
|
2021
Q3 | $79K | Buy |
1,509
+925
| +158% | +$48.4K | 0.02% | 165 |
|
|
2021
Q2 | $32K | Sell |
584
-139
| -19% | -$7.62K | 0.01% | 247 |
|
|
2021
Q1 | $38K | Buy |
723
+139
| +24% | +$7.31K | 0.01% | 223 |
|
|
2020
Q4 | $32K | Hold |
584
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $29K | Sell |
584
-43
| -7% | -$2.14K | 0.01% | 238 |
|
|
2020
Q2 | $28K | Buy |
627
+332
| +113% | +$14.8K | 0.01% | 182 |
|
|
2020
Q1 | $13K | Sell |
295
-1,143
| -79% | -$50.4K | 0.01% | 187 |
|
|
2019
Q4 | $80K | Buy |
1,438
+1,146
| +392% | +$63.8K | 0.02% | 124 |
|
|
2019
Q3 | $16K | Sell |
292
-52
| -15% | -$2.85K | 0.01% | 124 |
|
|
2019
Q2 | $18K | Buy |
+344
| New | +$18K | 0.01% | 135 |
|