Private Vista’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,297
| Closed | -$235K | – | 141 |
|
|
2020
Q1 | $235K | Sell |
5,297
-184
| -3% | -$8.16K | 0.09% | 120 |
|
|
2019
Q4 | $301K | Buy |
5,481
+336
| +7% | +$18.5K | 0.08% | 108 |
|
|
2019
Q3 | $279K | Sell |
5,145
-336
| -6% | -$18.2K | 0.07% | 118 |
|
|
2019
Q2 | $281K | Buy |
5,481
+543
| +11% | +$27.8K | 0.07% | 122 |
|
|
2019
Q1 | $231K | Sell |
4,938
-338
| -6% | -$15.8K | 0.06% | 134 |
|
|
2018
Q4 | $250K | Sell |
5,276
-544
| -9% | -$25.8K | 0.06% | 129 |
|
|
2018
Q3 | $269K | Buy |
5,820
+257
| +5% | +$11.9K | 0.06% | 130 |
|
|
2018
Q2 | $244K | Sell |
5,563
-243
| -4% | -$10.7K | 0.06% | 133 |
|
|
2018
Q1 | $252K | Buy |
+5,806
| New | +$252K | 0.07% | 114 |
|