Fusion Family Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50
| Closed | -$3K | – | 78 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 96 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 89 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 95 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 101 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 116 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 118 |
|
|
2019
Q3 | $3K | Sell |
50
-212
| -81% | -$12.7K | ﹤0.01% | 122 |
|
|
2019
Q2 | $13K | Hold |
262
| – | – | ﹤0.01% | 112 |
|
|
2019
Q1 | $12K | Sell |
262
-8
| -3% | -$366 | ﹤0.01% | 99 |
|
|
2018
Q4 | $13K | Hold |
270
| – | – | ﹤0.01% | 173 |
|
|
2018
Q3 | $12K | Hold |
270
| – | – | ﹤0.01% | 188 |
|
|
2018
Q2 | $12K | Hold |
270
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $12K | Sell |
270
-21
| -7% | -$933 | ﹤0.01% | 195 |
|
|
2017
Q4 | $13K | Hold |
291
| – | – | ﹤0.01% | 203 |
|
|
2017
Q3 | $13K | Sell |
291
-25
| -8% | -$1.12K | ﹤0.01% | 142 |
|
|
2017
Q2 | $14K | Sell |
316
-25
| -7% | -$1.11K | ﹤0.01% | 191 |
|
|
2017
Q1 | $14K | Sell |
341
-25
| -7% | -$1.03K | 0.01% | 190 |
|
|
2016
Q4 | $15K | Buy |
+366
| New | +$15K | 0.01% | 214 |
|