SWMP
Signature Wealth Management Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,038
| Closed | -$713K | – | 118 |
|
|
2021
Q4 | $713K | Buy |
12,038
+6
| +0% | +$355 | 0.6% | 42 |
|
|
2021
Q3 | $631K | Buy |
12,032
+2
| +0% | +$105 | 0.57% | 46 |
|
|
2021
Q2 | $651K | Buy |
12,030
+12
| +0.1% | +$649 | 0.59% | 46 |
|
|
2021
Q1 | $633K | Buy |
12,018
+2,000
| +20% | +$105K | 0.61% | 45 |
|
|
2020
Q4 | $549K | Buy |
+10,018
| New | +$549K | 0.55% | 45 |
|