Iowa State Bank’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,805
| Closed | -$428K | – | 125 |
|
|
2020
Q4 | $428K | Hold |
7,805
| – | – | 0.14% | 88 |
|
|
2020
Q3 | $385K | Buy |
+7,805
| New | +$385K | 0.15% | 91 |
|
|
2020
Q2 | – | Sell |
-7,905
| Closed | -$350K | – | 119 |
|
|
2020
Q1 | $350K | Sell |
7,905
-532
| -6% | -$23.6K | 0.16% | 95 |
|
|
2019
Q4 | $467K | Sell |
8,437
-200
| -2% | -$11.1K | 0.17% | 95 |
|
|
2019
Q3 | $470K | Buy |
+8,637
| New | +$470K | 0.18% | 91 |
|
|
2017
Q4 | – | Sell |
-4,580
| Closed | -$206K | – | 99 |
|
|
2017
Q3 | $206K | Sell |
4,580
-820
| -15% | -$36.9K | 0.1% | 91 |
|
|
2017
Q2 | $242K | Buy |
5,400
+113
| +2% | +$5.06K | 0.12% | 85 |
|
|
2017
Q1 | $224K | Sell |
5,287
-145
| -3% | -$6.14K | 0.11% | 85 |
|
|
2016
Q4 | $225K | Buy |
5,432
+140
| +3% | +$5.8K | 0.12% | 82 |
|
|
2016
Q3 | $224K | Buy |
5,292
+34
| +0.6% | +$1.44K | 0.12% | 83 |
|
|
2016
Q2 | $238K | Buy |
5,258
+130
| +3% | +$5.88K | 0.13% | 80 |
|
|
2016
Q1 | $238K | Buy |
5,128
+470
| +10% | +$21.8K | 0.13% | 82 |
|
|
2015
Q4 | $200K | Buy |
+4,658
| New | +$200K | 0.12% | 81 |
|