RGT Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,907
| Closed | -$1.05M | – | 128 |
|
|
2022
Q1 | $1.05M | Hold |
16,907
| – | – | 0.17% | 36 |
|
|
2021
Q4 | $1M | Buy |
+16,907
| New | +$1M | 0.15% | 38 |
|
|
2021
Q1 | – | Sell |
-3,666
| Closed | -$201K | – | 64 |
|
|
2020
Q4 | $201K | Buy |
+3,666
| New | +$201K | 0.04% | 67 |
|
|
2018
Q2 | – | Sell |
-105,267
| Closed | -$4.57M | – | 63 |
|
|
2018
Q1 | $4.57M | Sell |
105,267
-827
| -0.8% | -$35.9K | 2.2% | 10 |
|
|
2017
Q4 | $4.87M | Buy |
106,094
+801
| +0.8% | +$36.8K | 2.61% | 9 |
|
|
2017
Q3 | $4.74M | Buy |
105,293
+301
| +0.3% | +$13.5K | 3.15% | 8 |
|
|
2017
Q2 | $4.71M | Hold |
104,992
| – | – | 3.22% | 8 |
|
|
2017
Q1 | $4.46M | Sell |
104,992
-7,698
| -7% | -$327K | 3.02% | 8 |
|
|
2016
Q4 | $4.67M | Sell |
112,690
-462
| -0.4% | -$19.2K | 2.63% | 10 |
|
|
2016
Q3 | $4.79M | Buy |
+113,152
| New | +$4.79M | 2.96% | 9 |
|