PVG Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $343K | Buy |
+7,756
| New | +$343K | 0.81% | 29 |
|
|
2018
Q2 | – | Sell |
-18,057
| Closed | -$784K | – | 101 |
|
|
2018
Q1 | $784K | Buy |
+18,057
| New | +$784K | 0.44% | 59 |
|
|
2017
Q2 | – | Sell |
-80,344
| Closed | -$3.41M | – | 78 |
|
|
2017
Q1 | $3.41M | Buy |
+80,344
| New | +$3.41M | 1.05% | 36 |
|