Fortis Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$1.8K | – | 177 |
|
|
2023
Q1 | $1.8K | Hold |
29
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $1.85K | Hold |
29
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $2K | Sell |
29
-128
| -82% | -$8.83K | ﹤0.01% | 230 |
|
|
2022
Q2 | $10K | Buy |
+157
| New | +$10K | 0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-115
| Closed | -$6K | – | 246 |
|
|
2020
Q4 | $6K | Buy |
+115
| New | +$6K | 0.01% | 161 |
|
|
2020
Q2 | – | Sell |
-35
| Closed | -$2K | – | 251 |
|
|
2020
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 303 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 294 |
|
|
2018
Q3 | – | Sell |
-148
| Closed | -$6K | – | 312 |
|
|
2018
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 285 |
|
|
2018
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 243 |
|