Iron Gate Global 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 |
-3,549
| Closed | -$220K | – | 85 |
|
|
2023
Q1 | $220K | Sell |
3,549
-110
| -3% | -$6.82K | 0.05% | 74 |
|
|
2022
Q4 | $233K | Hold |
3,659
| – | – | 0.06% | 71 |
|
|
2022
Q3 | $206K | Hold |
3,659
| – | – | 0.06% | 73 |
|
|
2022
Q2 | $229K | Sell |
3,659
-57
| -2% | -$3.57K | 0.06% | 73 |
|
|
2022
Q1 | $230K | Sell |
3,716
-49
| -1% | -$3.03K | 0.05% | 87 |
|
|
2021
Q4 | $226K | Sell |
3,765
-45
| -1% | -$2.7K | 0.05% | 99 |
|
|
2021
Q3 | $200K | Sell |
3,810
-1,317
| -26% | -$69.1K | 0.05% | 101 |
|
|
2021
Q2 | $2.77M | Sell |
5,127
-115
| -2% | -$62.2K | 0.78% | 18 |
|
|
2021
Q1 | $276K | Sell |
5,242
-1,634
| -24% | -$86K | 0.09% | 78 |
|
|
2020
Q4 | $377K | Hold |
6,876
| – | – | 0.14% | 63 |
|
|
2020
Q3 | $339K | Hold |
6,876
| – | – | 0.14% | 63 |
|
|
2020
Q2 | $307K | Sell |
6,876
-1,223
| -15% | -$54.6K | 0.15% | 61 |
|
|
2020
Q1 | $358K | Buy |
8,099
+532
| +7% | +$23.5K | 0.24% | 40 |
|
|
2019
Q4 | $419K | Sell |
7,567
-3
| -0% | -$166 | 0.24% | 41 |
|
|
2019
Q3 | $412K | Buy |
7,570
+52
| +0.7% | +$2.83K | 0.25% | 43 |
|
|
2019
Q2 | $383K | Buy |
+7,518
| New | +$383K | 0.25% | 42 |
|