Goodwin Investment Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,073
| Closed | -$68.3K | – | 154 |
|
|
2022
Q4 | $68.3K | Buy |
1,073
+112
| +12% | +$7.13K | 0.05% | 74 |
|
|
2022
Q3 | $54K | Buy |
961
+651
| +210% | +$36.6K | 0.04% | 79 |
|
|
2022
Q2 | $19.5K | Sell |
310
-267
| -46% | -$16.8K | 0.02% | 103 |
|
|
2022
Q1 | $36K | Buy |
577
+268
| +87% | +$16.7K | 0.02% | 98 |
|
|
2021
Q4 | $19K | Buy |
309
+2
| +0.7% | +$123 | 0.01% | 108 |
|
|
2021
Q3 | $16K | Sell |
307
-213
| -41% | -$11.1K | 0.02% | 107 |
|
|
2021
Q2 | $100K | Buy |
520
+215
| +70% | +$41.3K | 0.11% | 41 |
|
|
2021
Q1 | $16K | Hold |
305
| – | – | 0.02% | 111 |
|
|
2020
Q4 | $16K | Buy |
+305
| New | +$16K | 0.02% | 63 |
|