Investors Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,466
| Closed | -$383K | – | 99 |
|
|
2021
Q4 | $383K | Buy |
6,466
+135
| +2% | +$8K | 0.18% | 134 |
|
|
2021
Q3 | $332K | Buy |
6,331
+211
| +3% | +$11.1K | 0.18% | 140 |
|
|
2021
Q2 | $331K | Buy |
6,120
+11
| +0.2% | +$595 | 0.18% | 142 |
|
|
2021
Q1 | $322K | Sell |
6,109
-242
| -4% | -$12.8K | 0.19% | 132 |
|
|
2020
Q4 | $348K | Buy |
6,351
+702
| +12% | +$38.5K | 0.23% | 117 |
|
|
2020
Q3 | $279K | Buy |
5,649
+1,084
| +24% | +$53.5K | 0.21% | 117 |
|
|
2020
Q2 | $204K | Buy |
+4,565
| New | +$204K | 0.17% | 132 |
|