Parkside Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,550
| Closed | -$220K | – | 76 |
|
|
2023
Q1 | $220K | Hold |
3,550
| – | – | 0.07% | 74 |
|
|
2022
Q4 | $226K | Hold |
3,550
| – | – | 0.08% | 77 |
|
|
2022
Q3 | $200K | Sell |
3,550
-28
| -0.8% | -$1.58K | 0.08% | 60 |
|
|
2022
Q2 | $227K | Buy |
3,578
+28
| +0.8% | +$1.78K | 0.08% | 60 |
|
|
2022
Q1 | $222K | Hold |
3,550
| – | – | 0.07% | 67 |
|
|
2021
Q4 | $210K | Buy |
+3,550
| New | +$210K | 0.06% | 71 |
|
|
2021
Q2 | – | Sell |
-3,950
| Closed | -$210K | – | 71 |
|
|
2021
Q1 | $210K | Buy |
3,950
+205
| +5% | +$10.9K | 0.07% | 66 |
|
|
2020
Q4 | $205K | Buy |
+3,745
| New | +$205K | 0.08% | 69 |
|
|
2020
Q1 | – | Sell |
-3,665
| Closed | -$203K | – | 69 |
|
|
2019
Q4 | $203K | Hold |
3,665
| – | – | 0.09% | 70 |
|
|
2019
Q3 | $201K | Buy |
+3,665
| New | +$201K | 0.11% | 61 |
|
|
2019
Q1 | – | Sell |
-5,365
| Closed | -$254K | – | 59 |
|
|
2018
Q4 | $254K | Buy |
+5,365
| New | +$254K | 0.16% | 49 |
|