Sunburst 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,234
| Closed | -$203K | – | 84 |
|
2022
Q2 | $203K | Sell |
3,234
-15
| -0.5% | -$942 | 0.1% | 81 |
|
2022
Q1 | $201K | Buy |
+3,249
| New | +$201K | 0.1% | 74 |
|
2021
Q1 | – | Sell |
-3,781
| Closed | -$207K | – | 62 |
|
2020
Q4 | $207K | Buy |
+3,781
| New | +$207K | 0.16% | 58 |
|