Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,230
| Closed | -$223K | – | 293 |
|
|
2021
Q1 | $223K | Buy |
+4,230
| New | +$223K | 0.05% | 254 |
|
|
2020
Q1 | – | Sell |
-520
| Closed | -$31K | – | 240 |
|
|
2019
Q4 | $31K | Hold |
520
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $28K | Sell |
520
-2,500
| -83% | -$135K | 0.02% | 256 |
|
|
2019
Q2 | $154K | Hold |
3,020
| – | – | 0.08% | 138 |
|
|
2019
Q1 | $142K | Hold |
3,020
| – | – | 0.07% | 146 |
|
|
2018
Q4 | $143K | Buy |
+3,020
| New | +$143K | 0.08% | 143 |
|
|
2017
Q4 | – | Sell |
-5,035
| Closed | -$227K | – | 160 |
|
|
2017
Q3 | $227K | Hold |
5,035
| – | – | 0.14% | 113 |
|
|
2017
Q2 | $226K | Hold |
5,035
| – | – | 0.15% | 104 |
|
|
2017
Q1 | $214K | Buy |
+5,035
| New | +$214K | 0.13% | 128 |
|