Transform Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,400
| Closed | -$777K | – | 180 |
|
|
2018
Q4 | $777K | Buy |
16,400
+1,800
| +12% | +$85.3K | 0.16% | 120 |
|
|
2018
Q3 | $674K | Sell |
14,600
-6,500
| -31% | -$300K | 0.12% | 138 |
|
|
2018
Q2 | $925K | Sell |
21,100
-2,300
| -10% | -$101K | 0.17% | 137 |
|
|
2018
Q1 | $1.02M | Sell |
23,400
-1,800
| -7% | -$78.2K | 0.19% | 138 |
|
|
2017
Q4 | $1.16M | Buy |
+25,200
| New | +$1.16M | 0.21% | 140 |
|
|
2016
Q4 | – | Sell |
-5,968
| Closed | -$253K | – | 214 |
|
|
2016
Q3 | $253K | Hold |
5,968
| – | – | 0.11% | 180 |
|
|
2016
Q2 | $271K | Buy |
+5,968
| New | +$271K | 0.11% | 181 |
|