MD Financial 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
Q4 | $3.1M | Buy |
52,325
+3,843
| +8% | +$228K | 0.07% | 102 |
|
|
2021
Q3 | $2.54M | Buy |
48,482
+5,690
| +13% | +$299K | 0.06% | 126 |
|
|
2021
Q2 | $2.32M | Buy |
42,792
+41,592
| +3,466% | +$2.25M | 0.07% | 143 |
|
|
2021
Q1 | $63K | Sell |
1,200
-99
| -8% | -$5.2K | ﹤0.01% | 191 |
|
|
2020
Q4 | $71K | Buy |
+1,299
| New | +$71K | ﹤0.01% | 60 |
|