Steward Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $44K | Buy |
801
+60
| +8% | +$3.3K | 0.01% | 160 |
|
|
2023
Q2 | $44K | Buy |
+741
| New | +$44K | 0.01% | 158 |
|
|
2022
Q3 | – | Sell |
-608
| Closed | -$38K | – | 736 |
|
|
2022
Q2 | $38K | Sell |
608
-60
| -9% | -$3.75K | 0.03% | 113 |
|
|
2022
Q1 | $41K | Buy |
668
+651
| +3,829% | +$40K | 0.04% | 98 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 243 |
|