Shine Investment Advisory Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $78K | Sell |
1,575
-1,310
| -45% | -$64.9K | 0.03% | 232 |
|
|
2020
Q2 | $129K | Hold |
2,885
| – | – | 0.05% | 159 |
|
|
2020
Q1 | $128K | Hold |
2,885
| – | – | 0.06% | 150 |
|
|
2019
Q4 | $160K | Hold |
2,885
| – | – | 0.06% | 146 |
|
|
2019
Q3 | $157K | Hold |
2,885
| – | – | 0.07% | 127 |
|
|
2019
Q2 | $147K | Sell |
2,885
-300
| -9% | -$15.3K | 0.07% | 137 |
|
|
2019
Q1 | $149K | Hold |
3,185
| – | – | 0.07% | 136 |
|
|
2018
Q4 | $151K | Hold |
3,185
| – | – | 0.07% | 124 |
|
|
2018
Q3 | $147K | Hold |
3,185
| – | – | 0.08% | 136 |
|
|
2018
Q2 | $140K | Hold |
3,185
| – | – | 0.07% | 133 |
|
|
2018
Q1 | $138K | Hold |
3,185
| – | – | 0.07% | 123 |
|
|
2017
Q4 | $146K | Hold |
3,185
| – | – | 0.07% | 115 |
|
|
2017
Q3 | $143K | Buy |
3,185
+1,610
| +102% | +$72.3K | 0.07% | 119 |
|
|
2017
Q2 | $71K | Buy |
+1,575
| New | +$71K | 0.04% | 211 |
|