Peninsula Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,659
| Closed | -$220K | – | 84 |
|
|
2023
Q2 | $220K | Buy |
3,659
+137
| +4% | +$8.25K | 0.06% | 72 |
|
|
2023
Q1 | $218K | Buy |
3,522
+371
| +12% | +$23K | 0.06% | 71 |
|
|
2022
Q4 | $200K | Buy |
+3,151
| New | +$200K | 0.06% | 74 |
|
|
2022
Q3 | – | Sell |
-3,360
| Closed | -$211K | – | 72 |
|
|
2022
Q2 | $211K | Buy |
+3,360
| New | +$211K | 0.07% | 64 |
|