NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-58,105
| Closed | -$3.7M | – | 147 |
|
|
2022
Q4 | $3.7M | Buy |
58,105
+6,354
| +12% | +$404K | 0.69% | 43 |
|
|
2022
Q3 | $2.9M | Buy |
51,751
+10,376
| +25% | +$581K | 0.58% | 48 |
|
|
2022
Q2 | $2.6M | Buy |
41,375
+20,202
| +95% | +$1.27M | 0.57% | 53 |
|
|
2022
Q1 | $1.31M | Buy |
21,173
+11,329
| +115% | +$703K | 0.26% | 74 |
|
|
2021
Q4 | $583K | Buy |
+9,844
| New | +$583K | 0.11% | 77 |
|