Ten Capital Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $460K | Buy |
7,584
+4,000
| +112% | +$243K | 0.13% | 63 |
|
|
2023
Q1 | $222K | Buy |
3,584
+162
| +5% | +$10K | 0.07% | 102 |
|
|
2022
Q4 | $218K | Sell |
3,422
-352
| -9% | -$22.4K | 0.09% | 81 |
|
|
2022
Q3 | $211K | Buy |
3,774
+315
| +9% | +$17.6K | 0.1% | 74 |
|
|
2022
Q2 | $218K | Hold |
3,459
| – | – | 0.09% | 73 |
|
|
2022
Q1 | $214K | Buy |
3,459
+2,625
| +315% | +$162K | 0.09% | 75 |
|
|
2021
Q4 | $49K | Sell |
834
-265
| -24% | -$15.6K | 0.02% | 134 |
|
|
2021
Q3 | $58K | Buy |
1,099
+813
| +284% | +$42.9K | 0.03% | 123 |
|
|
2021
Q2 | $15K | Buy |
286
+184
| +180% | +$9.65K | ﹤0.01% | 272 |
|
|
2021
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 290 |
|