Independence Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $419K | Buy |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $368K | Sell |
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|
2018
Q3 | $377K | Buy |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $379K | Sell |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $420K | Sell |
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|
2017
Q2 | $422K | Sell |
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|
2017
Q1 | $411K | Buy |
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|
2016
Q4 | $393K | Sell |
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|
2016
Q3 | $440K | Buy |
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