ValueWorks’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-23,000
| Closed | -$1.03M | – | 30 |
|
|
2020
Q2 | $1.03M | Hold |
23,000
| – | – | 0.88% | 25 |
|
|
2020
Q1 | $1.02M | Hold |
23,000
| – | – | 0.99% | 25 |
|
|
2019
Q4 | $1.27M | Hold |
23,000
| – | – | 0.8% | 29 |
|
|
2019
Q3 | $1.25M | Hold |
23,000
| – | – | 0.85% | 29 |
|
|
2019
Q2 | $1.17M | Buy |
+23,000
| New | +$1.17M | 0.77% | 29 |
|