Wealth Effects’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,250
| Closed | -$202K | – | 206 |
|
|
2023
Q1 | $202K | Hold |
3,250
| – | – | 0.1% | 171 |
|
|
2022
Q4 | $207K | Sell |
3,250
-393
| -11% | -$25K | 0.12% | 166 |
|
|
2022
Q3 | $204K | Hold |
3,643
| – | – | 0.12% | 160 |
|
|
2022
Q2 | $229K | Sell |
3,643
-83
| -2% | -$5.22K | 0.14% | 149 |
|
|
2022
Q1 | $231K | Hold |
3,726
| – | – | 0.11% | 170 |
|
|
2021
Q4 | $221K | Buy |
+3,726
| New | +$221K | 0.09% | 188 |
|