SRCM
Swift Run Capital Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $844K | Sell |
15,392
-950
| -6% | -$52.1K | 1.63% | 20 |
|
|
2020
Q3 | $807K | Sell |
16,342
-116
| -0.7% | -$5.73K | 1.6% | 17 |
|
|
2020
Q2 | $735K | Sell |
16,458
-10
| -0.1% | -$447 | 1.22% | 24 |
|
|
2020
Q1 | $729K | Buy |
+16,468
| New | +$729K | 1.03% | 24 |
|