Ironwood Investment Management’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
-10,191
Closed -$559K 173
2020
Q4
$559K Buy
10,191
+151
+2% +$8.28K 0.33% 103
2020
Q3
$496K Buy
10,040
+41
+0.4% +$2.03K 0.35% 100
2020
Q2
$447K Buy
9,999
+2,578
+35% +$115K 0.35% 106
2020
Q1
$328K Buy
+7,421
New +$328K 0.33% 108