Strategic Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 69 |
|
|
2021
Q3 | $2K | Sell |
30
-140
| -82% | -$9.33K | ﹤0.01% | 67 |
|
|
2021
Q2 | $9K | Hold |
170
| – | – | ﹤0.01% | 71 |
|
|
2021
Q1 | $9K | Hold |
170
| – | – | 0.01% | 67 |
|
|
2020
Q4 | $9K | Sell |
170
-15
| -8% | -$794 | 0.01% | 64 |
|
|
2020
Q3 | $9K | Sell |
185
-7,835
| -98% | -$381K | 0.01% | 64 |
|
|
2020
Q2 | $358K | Hold |
8,020
| – | – | 0.33% | 45 |
|
|
2020
Q1 | $355K | Buy |
+8,020
| New | +$355K | 0.47% | 22 |
|
|
2015
Q1 | – | Sell |
-14,726
| Closed | -$622K | – | 53 |
|
|
2014
Q4 | $622K | Buy |
+14,726
| New | +$622K | 0.61% | 40 |
|