Kaizen Advisory’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$499K Buy
10,541
+1,367
+15% +$64.7K 0.35% 120
2018
Q3
$424K Hold
9,174
0.22% 128
2018
Q2
$402K Buy
9,174
+5,469
+148% +$240K 0.2% 124
2018
Q1
$161K Hold
3,705
0.16% 105
2017
Q4
$170K Buy
+3,705
New +$170K 0.1% 121