S.E.E.D. Planning Group’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 |
-3,462
| Closed | -$215K | – | 89 |
|
|
2022
Q1 | $215K | Sell |
3,462
-178
| -5% | -$11.1K | 0.09% | 85 |
|
|
2021
Q4 | $216K | Buy |
+3,640
| New | +$216K | 0.09% | 90 |
|
|
2021
Q1 | – | Sell |
-5,746
| Closed | -$315K | – | 78 |
|
|
2020
Q4 | $315K | Buy |
+5,746
| New | +$315K | 0.19% | 54 |
|