Inspirion Wealth Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,306
Closed -$205K 143
2023
Q1
$205K Buy
+3,306
New +$205K 0.04% 132
2022
Q3
Sell
-3,349
Closed -$211K 122
2022
Q2
$211K Buy
+3,349
New +$211K 0.05% 111