JPLA
Joseph P. Lucia & Associates’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-88
| Closed | -$6K | – | 286 |
|
|
2022
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 336 |
|
|
2022
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 359 |
|
|
2021
Q4 | – | Sell |
-88
| Closed | -$5K | – | 357 |
|
|
2021
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 436 |
|
|
2021
Q2 | $5K | Hold |
88
| – | – | ﹤0.01% | 439 |
|
|
2021
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 423 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$9K | – | 291 |
|
|
2020
Q2 | $9K | Sell |
200
-275
| -58% | -$12.4K | 0.01% | 324 |
|
|
2020
Q1 | $21K | Buy |
475
+275
| +138% | +$12.2K | 0.02% | 222 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | 0.01% | 307 |
|
|
2019
Q3 | $11K | Hold |
200
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $10K | Sell |
200
-9,110
| -98% | -$456K | 0.01% | 304 |
|
|
2019
Q1 | $200 | Buy |
+9,310
| New | +$200 | 0.01% | 220 |
|