Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-272
| Closed | -$272 | – | 80 |
|
|
2021
Q2 | $272 | Buy |
+272
| New | +$272 | 0.05% | 62 |
|
|
2020
Q4 | – | Sell |
-71
| Closed | -$4K | – | 211 |
|
|
2020
Q3 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 185 |
|
|
2018
Q2 | – | Sell |
-1,185
| Closed | -$51K | – | 138 |
|
|
2018
Q1 | $51K | Buy |
+1,185
| New | +$51K | 0.02% | 96 |
|