Independence Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $322K | Sell |
6,532
-876
| -12% | -$43.2K | 0.07% | 65 |
|
|
2020
Q2 | $331K | Sell |
7,408
-57
| -0.8% | -$2.55K | 0.08% | 62 |
|
|
2020
Q1 | $330K | Hold |
7,465
| – | – | 0.09% | 55 |
|
|
2019
Q4 | $413K | Sell |
7,465
-390
| -5% | -$21.6K | 0.1% | 55 |
|
|
2019
Q3 | $428K | Sell |
7,855
-367
| -4% | -$20K | 0.1% | 58 |
|
|
2019
Q2 | $419K | Buy |
8,222
+1,174
| +17% | +$59.8K | 0.11% | 59 |
|
|
2019
Q1 | $330K | Sell |
7,048
-720
| -9% | -$33.7K | 0.09% | 63 |
|
|
2018
Q4 | $368K | Sell |
7,768
-400
| -5% | -$19K | 0.12% | 54 |
|
|
2018
Q3 | $377K | Buy |
8,168
+360
| +5% | +$16.6K | 0.11% | 53 |
|
|
2018
Q2 | $342K | Sell |
7,808
-925
| -11% | -$40.5K | 0.11% | 54 |
|
|
2018
Q1 | $379K | Sell |
8,733
-207
| -2% | -$8.98K | 0.13% | 51 |
|
|
2017
Q4 | $410K | Sell |
8,940
-400
| -4% | -$18.3K | 0.14% | 49 |
|
|
2017
Q3 | $420K | Sell |
9,340
-67
| -0.7% | -$3.01K | 0.17% | 44 |
|
|
2017
Q2 | $422K | Sell |
9,407
-266
| -3% | -$11.9K | 0.17% | 47 |
|
|
2017
Q1 | $411K | Buy |
9,673
+200
| +2% | +$8.5K | 0.17% | 47 |
|
|
2016
Q4 | $393K | Sell |
9,473
-925
| -9% | -$38.4K | 0.17% | 47 |
|
|
2016
Q3 | $440K | Buy |
+10,398
| New | +$440K | 0.21% | 42 |
|