Hayden Royal’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,313
| Closed | -$890K | – | 149 |
|
|
2021
Q2 | $890K | Sell |
16,313
-424
| -3% | -$23.1K | 0.49% | 55 |
|
|
2021
Q1 | $889K | Sell |
16,737
-38
| -0.2% | -$2.02K | 0.51% | 51 |
|
|
2020
Q4 | $920K | Sell |
16,775
-537
| -3% | -$29.5K | 0.5% | 41 |
|
|
2020
Q3 | $861K | Buy |
+17,312
| New | +$861K | 0.46% | 56 |
|
|
2020
Q2 | – | Sell |
-22,694
| Closed | -$1.01M | – | 214 |
|
|
2020
Q1 | $1.01M | Buy |
22,694
+8,757
| +63% | +$390K | 0.59% | 38 |
|
|
2019
Q4 | $830K | Sell |
13,937
-20
| -0.1% | -$1.19K | 0.42% | 60 |
|
|
2019
Q3 | $760K | Sell |
13,957
-1,742
| -11% | -$94.9K | 0.67% | 47 |
|
|
2019
Q2 | $815K | Buy |
15,699
+389
| +3% | +$20.2K | 0.87% | 32 |
|
|
2019
Q1 | $724K | Sell |
15,310
-5,057
| -25% | -$239K | 0.94% | 32 |
|
|
2018
Q4 | $964K | Buy |
+20,367
| New | +$964K | 0.49% | 47 |
|