JOYN Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $684K | Buy |
15,460
+4,796
| +45% | +$212K | 0.23% | 35 |
|
|
2019
Q4 | $590K | Sell |
10,664
-250
| -2% | -$13.8K | 0.13% | 44 |
|
|
2019
Q3 | $594K | Sell |
10,914
-6,926
| -39% | -$377K | 0.13% | 43 |
|
|
2019
Q2 | $921K | Buy |
17,840
+7,922
| +80% | +$409K | 0.21% | 35 |
|
|
2019
Q1 | $465K | Sell |
9,918
-8,209
| -45% | -$385K | 0.11% | 49 |
|
|
2018
Q4 | $858K | Buy |
18,127
+21
| +0.1% | +$994 | 0.19% | 35 |
|
|
2018
Q3 | $836K | Sell |
18,106
-347
| -2% | -$16K | 0.16% | 35 |
|
|
2018
Q2 | $809K | Buy |
18,453
+17,532
| +1,904% | +$769K | 0.17% | 36 |
|
|
2018
Q1 | $40K | Sell |
921
-7,075
| -88% | -$307K | 0.01% | 512 |
|
|
2017
Q4 | $367K | Buy |
+7,996
| New | +$367K | 0.08% | 111 |
|