Madden Securities’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 |
-12,183
| Closed | -$659K | – | 128 |
|
|
2021
Q2 | $659K | Sell |
12,183
-850
| -7% | -$46K | 0.34% | 75 |
|
|
2021
Q1 | $687K | Sell |
13,033
-4,874
| -27% | -$257K | 0.4% | 70 |
|
|
2020
Q4 | $982K | Sell |
17,907
-50
| -0.3% | -$2.74K | 0.63% | 47 |
|
|
2020
Q3 | $887K | Buy |
17,957
+7,184
| +67% | +$355K | 0.66% | 48 |
|
|
2020
Q2 | $481K | Buy |
+10,773
| New | +$481K | 0.43% | 64 |
|
|
2019
Q4 | $457K | Buy |
+8,248
| New | +$457K | 0.46% | 64 |
|