TFO Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$428 | – | 438 |
|
|
2024
Q1 | $428 | Sell |
7
-10
| -59% | -$611 | ﹤0.01% | 294 |
|
|
2023
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 199 |
|
|
2023
Q3 | $1.02K | Buy |
17
+10
| +143% | +$602 | ﹤0.01% | 276 |
|
|
2023
Q2 | $422 | Hold |
7
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $434 | Buy |
7
+6
| +600% | +$372 | ﹤0.01% | 277 |
|
|
2022
Q4 | $140 | Buy |
+1
| New | +$140 | ﹤0.01% | 701 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$10K | – | 323 |
|
|
2022
Q2 | $10K | Buy |
160
+144
| +900% | +$9K | ﹤0.01% | 127 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 111 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 168 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 164 |
|
|
2020
Q4 | – | Sell |
-102
| Closed | -$5K | – | 124 |
|
|
2020
Q3 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 103 |
|