Newfound Research’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,838
| Closed | -$114K | – | 142 |
|
|
2022
Q1 | $114K | Sell |
1,838
-783
| -30% | -$48.6K | 0.15% | 90 |
|
|
2021
Q4 | $155K | Buy |
2,621
+524
| +25% | +$31K | 0.19% | 42 |
|
|
2021
Q3 | $110K | Buy |
2,097
+751
| +56% | +$39.4K | 0.18% | 50 |
|
|
2021
Q2 | $73K | Buy |
1,346
+91
| +7% | +$4.94K | 0.14% | 90 |
|
|
2021
Q1 | $66K | Sell |
1,255
-1,143
| -48% | -$60.1K | 0.15% | 82 |
|
|
2020
Q4 | $132K | Buy |
+2,398
| New | +$132K | 0.34% | 22 |
|