True Link Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,202
| Closed | -$291K | – | 88 |
|
|
2023
Q3 | $291K | Buy |
5,202
+202
| +4% | +$11.3K | 0.03% | 93 |
|
|
2023
Q2 | $301K | Hold |
5,000
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $310K | Hold |
5,000
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $318K | Hold |
5,000
| – | – | 0.04% | 100 |
|
|
2022
Q3 | $280K | Hold |
5,000
| – | – | 0.04% | 115 |
|
|
2022
Q2 | $315K | Hold |
5,000
| – | – | 0.05% | 106 |
|
|
2022
Q1 | $310K | Buy |
5,000
+3,250
| +186% | +$202K | 0.04% | 106 |
|
|
2021
Q4 | $104K | Sell |
1,750
-280
| -14% | -$16.6K | 0.01% | 369 |
|
|
2021
Q3 | $107K | Hold |
2,030
| – | – | 0.01% | 347 |
|
|
2021
Q2 | $110K | Buy |
2,030
+280
| +16% | +$15.2K | 0.02% | 292 |
|
|
2021
Q1 | $92K | Hold |
1,750
| – | – | 0.01% | 421 |
|
|
2020
Q4 | $96K | Buy |
+1,750
| New | +$96K | 0.02% | 438 |
|