Planning Directions’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,885
| Closed | -$218K | – | 74 |
|
|
2022
Q3 | $218K | Buy |
3,885
+117
| +3% | +$6.57K | 0.18% | 63 |
|
|
2022
Q2 | $237K | Buy |
3,768
+18
| +0.5% | +$1.13K | 0.18% | 61 |
|
|
2022
Q1 | $232K | Sell |
3,750
-13
| -0.3% | -$804 | 0.16% | 67 |
|
|
2021
Q4 | $223K | Buy |
+3,763
| New | +$223K | 0.15% | 75 |
|
|
2021
Q3 | – | Sell |
-3,705
| Closed | -$201K | – | 73 |
|
|
2021
Q2 | $201K | Buy |
+3,705
| New | +$201K | 0.15% | 69 |
|