SWS
SYSTM Wealth Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,418
| Closed | -$346K | – | 379 |
|
|
2024
Q2 | $346K | Sell |
5,418
-835
| -13% | -$53.4K | 0.08% | 160 |
|
|
2024
Q1 | $384K | Buy |
6,253
+532
| +9% | +$32.7K | 0.05% | 314 |
|
|
2023
Q4 | $337K | Buy |
5,721
+1,093
| +24% | +$64.4K | 0.05% | 318 |
|
|
2023
Q3 | $259K | Sell |
4,628
-17,800
| -79% | -$996K | 0.04% | 389 |
|
|
2023
Q2 | $1.35M | Buy |
22,428
+2,332
| +12% | +$140K | 0.18% | 156 |
|
|
2023
Q1 | $1.25M | Sell |
20,096
-1,171
| -6% | -$72.6K | 0.19% | 145 |
|
|
2022
Q4 | $1.35M | Buy |
+21,267
| New | +$1.35M | 0.17% | 162 |
|