Lighthouse Financial Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,880
Closed -$212K 115
2020
Q4
$212K Buy
+3,880
New +$212K 0.07% 107
2020
Q1
Sell
-3,526
Closed -$195K 178
2019
Q4
$195K Buy
+3,526
New +$195K 0.09% 78