Strategic Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,352
| Closed | -$215K | – | 202 |
|
|
2020
Q3 | $215K | Sell |
4,352
-5,028
| -54% | -$248K | 0.07% | 169 |
|
|
2020
Q2 | $419K | Sell |
9,380
-1,133
| -11% | -$50.6K | 0.16% | 103 |
|
|
2020
Q1 | $465K | Buy |
10,513
+703
| +7% | +$31.1K | 0.21% | 84 |
|
|
2019
Q4 | $543K | Sell |
9,810
-669
| -6% | -$37K | 0.22% | 79 |
|
|
2019
Q3 | $570K | Buy |
10,479
+550
| +6% | +$29.9K | 0.27% | 66 |
|
|
2019
Q2 | $502K | Buy |
9,929
+1,701
| +21% | +$86K | 0.27% | 64 |
|
|
2019
Q1 | $386K | Buy |
8,228
+299
| +4% | +$14K | 0.26% | 74 |
|
|
2018
Q4 | $375K | Buy |
+7,929
| New | +$375K | 0.34% | 62 |
|