Paradigm Strategies in Wealth Management’s Coca-Cola KO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-556
Closed -$30K 141
2021
Q2
$30K Buy
556
+1
+0.2% +$54 0.03% 120
2021
Q1
$29K Buy
+555
New +$29K 0.03% 125