New England Professional Planning Group’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 | – | Sell |
-9,450
| Closed | -$451K | – | 41 |
|
|
2020
Q2 | $451K | Hold |
9,450
| – | – | 0.35% | 19 |
|
|
2020
Q1 | $427K | Hold |
9,450
| – | – | 0.4% | 19 |
|
|
2019
Q4 | $523K | Buy |
+9,450
| New | +$523K | 0.41% | 22 |
|
|
2018
Q3 | $506K | Hold |
10,930
| – | – | 0.58% | 20 |
|
|
2018
Q2 | $479K | Sell |
10,930
-3,533
| -24% | -$155K | 0.62% | 18 |
|
|
2018
Q1 | $625K | Hold |
14,463
| – | – | 0.83% | 11 |
|
|
2017
Q4 | $667K | Buy |
+14,463
| New | +$667K | 0.81% | 12 |
|
|
2016
Q2 | $657K | Hold |
14,663
| – | – | 0.74% | 16 |
|
|
2016
Q1 | $687K | Hold |
14,663
| – | – | 0.69% | 16 |
|
|
2015
Q4 | $630K | Hold |
14,663
| – | – | 0.7% | 18 |
|
|
2015
Q3 | $608K | Sell |
14,663
-550
| -4% | -$22.8K | 0.69% | 17 |
|
|
2015
Q2 | $597K | Buy |
15,213
+111
| +0.7% | +$4.36K | 0.78% | 14 |
|
|
2015
Q1 | $619K | Buy |
15,102
+439
| +3% | +$18K | 0.83% | 13 |
|
|
2014
Q4 | $617K | Buy |
+14,663
| New | +$617K | 0.91% | 13 |
|