Hoover Financial Advisors’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 | $255K | Buy |
4,714
+728
| +18% | +$39.4K | 0.05% | 114 |
|
|
2021
Q1 | $217K | Hold |
3,986
| – | – | 0.04% | 116 |
|
|
2020
Q4 | $196K | Buy |
+3,986
| New | +$196K | 0.05% | 109 |
|
|
2020
Q3 | – | Sell |
-9,142
| Closed | -$408K | – | 340 |
|
|
2020
Q2 | $408K | Sell |
9,142
-70
| -0.8% | -$3.12K | 0.16% | 51 |
|
|
2020
Q1 | $408K | Buy |
9,212
+85
| +0.9% | +$3.77K | 0.23% | 42 |
|
|
2019
Q4 | $505K | Sell |
9,127
-383
| -4% | -$21.2K | 0.25% | 48 |
|
|
2019
Q3 | $518K | Sell |
9,510
-299
| -3% | -$16.3K | 0.46% | 31 |
|
|
2019
Q2 | $499K | Sell |
9,809
-1,687
| -15% | -$85.8K | 0.46% | 30 |
|
|
2019
Q1 | $539K | Sell |
11,496
-50
| -0.4% | -$2.34K | 0.51% | 25 |
|
|
2018
Q4 | $547K | Buy |
+11,546
| New | +$547K | 0.6% | 23 |
|