FundX Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,600
| Closed | -$1.25M | – | 58 |
|
|
2019
Q4 | $1.25M | Hold |
22,600
| – | – | 0.34% | 33 |
|
|
2019
Q3 | $1.23M | Hold |
22,600
| – | – | 0.44% | 22 |
|
|
2019
Q2 | $1.15M | Hold |
22,600
| – | – | 0.48% | 23 |
|
|
2019
Q1 | $1.06M | Hold |
22,600
| – | – | 0.36% | 30 |
|
|
2018
Q4 | $1.07M | Hold |
22,600
| – | – | 0.4% | 30 |
|
|
2018
Q3 | $1.04M | Hold |
22,600
| – | – | 0.58% | 20 |
|
|
2018
Q2 | $991K | Hold |
22,600
| – | – | 0.49% | 21 |
|
|
2018
Q1 | $982K | Hold |
22,600
| – | – | 0.52% | 17 |
|
|
2017
Q4 | $1.04M | Hold |
22,600
| – | – | 0.52% | 23 |
|
|
2017
Q3 | $1.02M | Hold |
22,600
| – | – | 0.43% | 16 |
|
|
2017
Q2 | $1.01M | Hold |
22,600
| – | – | 0.41% | 20 |
|
|
2017
Q1 | $959K | Hold |
22,600
| – | – | 0.4% | 29 |
|
|
2016
Q4 | $937K | Hold |
22,600
| – | – | 0.33% | 26 |
|
|
2016
Q3 | $956K | Buy |
+22,600
| New | +$956K | 0.24% | 30 |
|