Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,730
| Closed | -$128K | – | 315 |
|
|
2019
Q1 | $128K | Sell |
2,730
-100
| -4% | -$4.69K | 0.1% | 136 |
|
|
2018
Q4 | $134K | Buy |
2,830
+19
| +0.7% | +$900 | 0.11% | 121 |
|
|
2018
Q3 | $130K | Sell |
2,811
-110
| -4% | -$5.09K | 0.1% | 130 |
|
|
2018
Q2 | $128K | Sell |
2,921
-239
| -8% | -$10.5K | 0.1% | 130 |
|
|
2018
Q1 | $138K | Buy |
+3,160
| New | +$138K | 0.1% | 128 |
|