Ironwood Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-245
| Closed | -$13K | – | 355 |
|
2021
Q3 | $13K | Hold |
245
| – | – | ﹤0.01% | 338 |
|
2021
Q2 | $13K | Buy |
245
+98
| +67% | +$5.2K | ﹤0.01% | 335 |
|
2021
Q1 | $8K | Hold |
147
| – | – | ﹤0.01% | 363 |
|
2020
Q4 | $8K | Hold |
147
| – | – | ﹤0.01% | 339 |
|
2020
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 293 |
|
2020
Q2 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 280 |
|
2020
Q1 | – | Sell |
-200
| Closed | -$11K | – | 379 |
|
2019
Q4 | $11K | Hold |
200
| – | – | 0.01% | 254 |
|
2019
Q3 | $11K | Hold |
200
| – | – | 0.01% | 252 |
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 261 |
|
2019
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 263 |
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 250 |
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 261 |
|
2018
Q2 | $9K | Hold |
200
| – | – | 0.01% | 196 |
|
2018
Q1 | $9K | Hold |
200
| – | – | 0.01% | 173 |
|
2017
Q4 | $9K | Hold |
200
| – | – | 0.01% | 178 |
|
2017
Q3 | $9K | Hold |
200
| – | – | 0.01% | 183 |
|
2017
Q2 | $9K | Hold |
200
| – | – | 0.01% | 178 |
|
2017
Q1 | $8K | Hold |
200
| – | – | 0.01% | 181 |
|
2016
Q4 | $8K | Hold |
200
| – | – | 0.01% | 178 |
|
2016
Q3 | $8K | Hold |
200
| – | – | 0.01% | 177 |
|
2016
Q2 | $9K | Hold |
200
| – | – | 0.01% | 172 |
|
2016
Q1 | $9K | Buy |
+200
| New | +$9K | 0.01% | 174 |
|
2015
Q3 | $9K | Buy |
232
+32
| +16% | +$1.24K | ﹤0.01% | 213 |
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 213 |
|
2015
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 214 |
|