JBJ Investment Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,636
| Closed | -$244K | – | 63 |
|
|
2021
Q1 | $244K | Sell |
4,636
-1,035
| -18% | -$54.5K | 0.05% | 55 |
|
|
2020
Q4 | $311K | Buy |
+5,671
| New | +$311K | 0.07% | 50 |
|
|
2019
Q2 | – | Sell |
-2,496
| Closed | -$117K | – | 130 |
|
|
2019
Q1 | $117K | Buy |
+2,496
| New | +$117K | 0.04% | 57 |
|