IPW
IronBridge Private Wealth’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-262
| Closed | -$15K | – | 178 |
|
|
2021
Q4 | $15K | Buy |
262
+2
| +0.8% | +$115 | 0.01% | 153 |
|
|
2021
Q3 | $14K | Buy |
260
+1
| +0.4% | +$54 | 0.01% | 124 |
|
|
2021
Q2 | $14K | Buy |
259
+1
| +0.4% | +$54 | 0.01% | 127 |
|
|
2021
Q1 | $14K | Hold |
258
| – | – | 0.01% | 125 |
|
|
2020
Q4 | $14K | Buy |
+258
| New | +$14K | 0.01% | 116 |
|