Professional Planning’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $326K | Sell |
6,227
-343
| -5% | -$18K | 0.16% | 97 |
|
|
2021
Q2 | $355K | Buy |
6,570
+909
| +16% | +$49.1K | 0.16% | 92 |
|
|
2021
Q1 | $298K | Sell |
5,661
-4,644
| -45% | -$244K | 0.15% | 92 |
|
|
2020
Q4 | $565K | Buy |
+10,305
| New | +$565K | 0.23% | 74 |
|
|
2020
Q3 | – | Sell |
-7,329
| Closed | -$327K | – | 68 |
|
|
2020
Q2 | $327K | Buy |
+7,329
| New | +$327K | 0.17% | 83 |
|