Vontobel Swiss Wealth Advisors’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 |
-5,800
| Closed | -$321K | – | 92 |
|
|
2019
Q4 | $321K | Hold |
5,800
| – | – | 0.21% | 80 |
|
|
2019
Q3 | $316K | Hold |
5,800
| – | – | 0.2% | 83 |
|
|
2019
Q2 | $295K | Buy |
+5,800
| New | +$295K | 0.16% | 102 |
|
|
2019
Q1 | – | Sell |
-4,985
| Closed | -$236K | – | 76 |
|
|
2018
Q4 | $236K | Hold |
4,985
| – | – | 0.18% | 68 |
|
|
2018
Q3 | $230K | Hold |
4,985
| – | – | 0.13% | 79 |
|
|
2018
Q2 | $219K | Hold |
4,985
| – | – | 0.12% | 80 |
|
|
2018
Q1 | $216K | Buy |
4,985
+575
| +13% | +$24.9K | 0.11% | 81 |
|
|
2017
Q4 | $202K | Sell |
4,410
-390
| -8% | -$17.9K | 0.12% | 81 |
|
|
2017
Q3 | $216K | Buy |
+4,800
| New | +$216K | 0.13% | 69 |
|
|
2016
Q2 | – | Sell |
-5,571
| Closed | -$258K | – | 80 |
|
|
2016
Q1 | $258K | Buy |
+5,571
| New | +$258K | 0.14% | 61 |
|