Squar Milner Financial 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 | – | Sell |
-15,395
| Closed | -$688K | – | 103 |
|
|
2020
Q2 | $688K | Buy |
15,395
+1,898
| +14% | +$84.8K | 0.39% | 66 |
|
|
2020
Q1 | $597K | Buy |
13,497
+2,202
| +19% | +$97.4K | 0.36% | 57 |
|
|
2019
Q4 | $625K | Sell |
11,295
-4,668
| -29% | -$258K | 0.31% | 67 |
|
|
2019
Q3 | $788K | Buy |
15,963
+9,713
| +155% | +$479K | 0.4% | 69 |
|
|
2019
Q2 | $318K | Buy |
6,250
+1,281
| +26% | +$65.2K | 0.21% | 110 |
|
|
2019
Q1 | $232K | Buy |
4,969
+430
| +9% | +$20.1K | 0.17% | 144 |
|
|
2018
Q4 | $215K | Buy |
4,539
+501
| +12% | +$23.7K | 0.21% | 125 |
|
|
2018
Q3 | $187K | Sell |
4,038
-438
| -10% | -$20.3K | 0.17% | 164 |
|
|
2018
Q2 | $196K | Buy |
+4,476
| New | +$196K | 0.17% | 160 |
|