Strategic Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$2K Hold
2021
Q3
$2K Sell
2021
Q2
$9K Hold
2021
Q1
$9K Hold
2020
Q4
$9K Sell
2020
Q3
$9K Sell
2020
Q2
$358K Hold
2020
Q1
$355K Buy
2015
Q1
Sell
2014
Q4
$622K Buy