Lake Point Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$6K | – | 475 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 225 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 245 |
|
|
2020
Q1 | – | Sell |
-33
| Closed | -$2K | – | 419 |
|
|
2019
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 492 |
|
|
2019
Q2 | $49K | Hold |
963
| – | – | 0.02% | 133 |
|
|
2019
Q1 | $49K | Sell |
963
-13,936
| -94% | -$709K | 0.02% | 133 |
|
|
2018
Q4 | $705K | Buy |
+14,899
| New | +$705K | 0.26% | 66 |
|