Lucia Wealth Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $415K | Sell |
8,412
-200
| -2% | -$9.87K | 0.1% | 103 |
|
|
2020
Q2 | $385K | Sell |
8,612
-200
| -2% | -$8.94K | 0.1% | 105 |
|
|
2020
Q1 | $390K | Buy |
8,812
+642
| +8% | +$28.4K | 0.13% | 114 |
|
|
2019
Q4 | $452K | Hold |
8,170
| – | – | 0.14% | 94 |
|
|
2019
Q3 | $445K | Buy |
8,170
+1,000
| +14% | +$54.5K | 0.15% | 88 |
|
|
2019
Q2 | $365K | Hold |
7,170
| – | – | 0.13% | 92 |
|
|
2019
Q1 | $336K | Buy |
7,170
+6,740
| +1,567% | +$316K | 0.12% | 104 |
|
|
2018
Q4 | $20K | Sell |
430
-7,027
| -94% | -$327K | 0.01% | 153 |
|
|
2018
Q3 | $344K | Buy |
7,457
+287
| +4% | +$13.2K | 0.11% | 114 |
|
|
2018
Q2 | $314K | Sell |
7,170
-350
| -5% | -$15.3K | 0.14% | 100 |
|
|
2018
Q1 | $327K | Buy |
7,520
+2,632
| +54% | +$114K | 0.11% | 103 |
|
|
2017
Q4 | $224K | Buy |
+4,888
| New | +$224K | 0.1% | 113 |
|