HGWM
Harvest Group Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,413
| Closed | -$78K | – | 389 |
|
|
2020
Q4 | $78K | Sell |
1,413
-74
| -5% | -$4.09K | 0.05% | 79 |
|
|
2020
Q3 | $73K | Buy |
1,487
+285
| +24% | +$14K | 0.05% | 73 |
|
|
2020
Q2 | $53K | Buy |
1,202
+1
| +0.1% | +$44 | 0.04% | 78 |
|
|
2020
Q1 | $53K | Hold |
1,201
| – | – | 0.05% | 73 |
|
|
2019
Q4 | $66K | Buy |
1,201
+1
| +0.1% | +$55 | 0.06% | 70 |
|
|
2019
Q3 | $65K | Buy |
1,200
+1
| +0.1% | +$54 | 0.08% | 67 |
|
|
2019
Q2 | $61K | Buy |
1,199
+1
| +0.1% | +$51 | 0.08% | 62 |
|
|
2019
Q1 | $56K | Buy |
+1,198
| New | +$56K | 0.05% | 83 |
|