Impact Partnership Wealth’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,785	Closed	-$109K	–	481
2024 Q1	$109K	Hold	1,785	–	–	0.04%	247
2023 Q4	$105K	Sell	1,785 -769	-30%	-$45.3K	0.04%	239
2023 Q3	$143K	Buy	2,554 +1,740	+214%	+$97.4K	0.04%	237
2023 Q2	$49K	Buy	+814	New	+$49K	0.02%	257