Planning Solutions Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$727K Sell
14,283
-34
-0.2% -$1.73K 0.37% 52
2019
Q1
$671K Buy
14,317
+4,648
+48% +$218K 0.36% 58
2018
Q4
$458K Buy
+9,669
New +$458K 0.28% 72