Lucia Wealth Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $390K | Buy |
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|
2019
Q4 | $452K | Hold |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $20K | Sell |
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|
2018
Q3 | $344K | Buy |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $224K | Buy |
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