Industrial Alliance Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,310
| Closed | -$79K | – | 95 |
|
|
2023
Q2 | $79K | Sell |
1,310
-82,534
| -98% | -$4.98M | 0.04% | 113 |
|
|
2023
Q1 | $5.2M | Buy |
83,844
+82,534
| +6,300% | +$5.12M | 0.14% | 127 |
|
|
2022
Q4 | $83K | Sell |
1,310
-5,547
| -81% | -$351K | ﹤0.01% | 383 |
|
|
2022
Q3 | $384K | Sell |
6,857
-960
| -12% | -$53.8K | 0.01% | 304 |
|
|
2022
Q2 | $492K | Sell |
7,817
-435
| -5% | -$27.4K | 0.01% | 295 |
|
|
2022
Q1 | $512K | Buy |
8,252
+1,130
| +16% | +$70.1K | 0.01% | 308 |
|
|
2021
Q4 | $422K | Buy |
+7,122
| New | +$422K | 0.01% | 317 |
|