Traverso Chambers Private Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,464
| Closed | -$247K | – | 108 |
|
|
2019
Q4 | $247K | Sell |
4,464
-230
| -5% | -$12.7K | 0.11% | 91 |
|
|
2019
Q3 | $256K | Hold |
4,694
| – | – | 0.12% | 87 |
|
|
2019
Q2 | $244K | Hold |
4,694
| – | – | 0.12% | 89 |
|
|
2019
Q1 | $220K | Sell |
4,694
-417
| -8% | -$19.5K | 0.11% | 91 |
|
|
2018
Q4 | $242K | Buy |
+5,111
| New | +$242K | 0.13% | 85 |
|