tru Independence’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,003
| Closed | -$54K | – | 277 |
|
|
2021
Q2 | $54K | Buy |
+1,003
| New | +$54K | 0.02% | 199 |
|
|
2021
Q1 | – | Sell |
-2,281
| Closed | -$126 | – | 515 |
|
|
2020
Q4 | $126 | Buy |
2,281
+1,145
| +101% | +$63 | ﹤0.01% | 446 |
|
|
2020
Q3 | $56K | Sell |
1,136
-7,693
| -87% | -$379K | 0.02% | 205 |
|
|
2020
Q2 | $394 | Buy |
8,829
+2,713
| +44% | +$121 | 0.06% | 188 |
|
|
2020
Q1 | $8.54K | Sell |
6,116
-2,423
| -28% | -$3.38K | 1.39% | 10 |
|
|
2019
Q4 | $378K | Buy |
+8,539
| New | +$378K | 0.05% | 191 |
|