Personal Wealth Partners’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 |
-3,756
| Closed | -$233K | – | 39 |
|
|
2022
Q1 | $233K | Hold |
3,756
| – | – | 0.1% | 71 |
|
|
2021
Q4 | $222K | Buy |
+3,756
| New | +$222K | 0.09% | 72 |
|
|
2021
Q3 | – | Sell |
-3,756
| Closed | -$203K | – | 246 |
|
|
2021
Q2 | $203K | Buy |
+3,756
| New | +$203K | 0.08% | 81 |
|
|
2020
Q1 | – | Sell |
-3,663
| Closed | -$203K | – | 346 |
|
|
2019
Q4 | $203K | Hold |
3,663
| – | – | 0.09% | 68 |
|
|
2019
Q3 | $199K | Buy |
3,663
+76
| +2% | +$4.13K | 0.09% | 67 |
|
|
2019
Q2 | $183K | Buy |
+3,587
| New | +$183K | 0.09% | 62 |
|