TRUADVICE’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $399K | Sell |
7,031
-981
| -12% | -$55.6K | 0.16% | 152 |
|
|
2023
Q2 | $488K | Sell |
8,012
-156
| -2% | -$9.5K | 0.18% | 135 |
|
|
2023
Q1 | $524K | Buy |
8,168
+3,892
| +91% | +$250K | 0.21% | 119 |
|
|
2022
Q4 | $264K | Buy |
+4,276
| New | +$264K | 0.14% | 139 |
|
|
2021
Q3 | – | Sell |
-8,559
| Closed | -$490K | – | 216 |
|
|
2021
Q2 | $490K | Buy |
8,559
+3,584
| +72% | +$205K | 0.11% | 172 |
|
|
2021
Q1 | $270K | Buy |
4,975
+335
| +7% | +$18.2K | 0.08% | 217 |
|
|
2020
Q4 | $225K | Sell |
4,640
-405
| -8% | -$19.6K | 0.07% | 260 |
|
|
2020
Q3 | $250K | Buy |
+5,045
| New | +$250K | 0.1% | 172 |
|