Summit Wealth & Retirement Planning’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,570	Closed	-$249K	–	126
2019 Q3	$249K	Sell	4,570 -2,000	-30%	-$109K	0.15%	108
2019 Q2	$335K	Hold	6,570	–	–	0.2%	102
2019 Q1	$308K	Hold	6,570	–	–	0.18%	107
2018 Q4	$311K	Buy	+6,570	New	+$311K	0.24%	84