IWAG
Integer Wealth Advisors Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $913K | Sell |
17,177
-200
| -1% | -$10.6K | 0.5% | 34 |
|
|
2020
Q4 | $878K | Hold |
17,377
| – | – | 0.58% | 36 |
|
|
2020
Q3 | $858K | Hold |
17,377
| – | – | 0.79% | 28 |
|
|
2020
Q2 | $763K | Hold |
17,377
| – | – | 0.78% | 28 |
|
|
2020
Q1 | $801K | Sell |
17,377
-690
| -4% | -$31.8K | 0.91% | 27 |
|
|
2019
Q4 | $1.06M | Buy |
+18,067
| New | +$1.06M | 1.05% | 25 |
|