Wealthcare Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-851
| Closed | -$45K | – | 384 |
|
|
2021
Q1 | $45K | Buy |
+851
| New | +$45K | ﹤0.01% | 147 |
|
|
2020
Q2 | – | Sell |
-226
| Closed | -$10K | – | 151 |
|
|
2020
Q1 | $10K | Sell |
226
-73
| -24% | -$3.23K | ﹤0.01% | 151 |
|
|
2019
Q4 | $17K | Buy |
+299
| New | +$17K | ﹤0.01% | 156 |
|
|
2016
Q2 | – | Sell |
-700
| Closed | -$32K | – | 212 |
|
|
2016
Q1 | $32K | Hold |
700
| – | – | ﹤0.01% | 92 |
|
|
2015
Q4 | $30K | Hold |
700
| – | – | ﹤0.01% | 100 |
|
|
2015
Q3 | $28K | Hold |
700
| – | – | ﹤0.01% | 115 |
|
|
2015
Q2 | $27K | Buy |
700
+313
| +81% | +$12.1K | ﹤0.01% | 138 |
|
|
2015
Q1 | $16K | Buy |
+387
| New | +$16K | ﹤0.01% | 438 |
|
|
2014
Q2 | – | Sell |
-18
| Closed | -$1K | – | 169 |
|
|
2014
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 159 |
|
|
2013
Q4 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 117 |
|
|
2013
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 119 |
|
|
2013
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 125 |
|