WealthStone’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $766K | Buy |
14,543
+1,338
| +10% | +$70.5K | 0.27% | 60 |
|
|
2020
Q4 | $724K | Buy |
13,205
+154
| +1% | +$8.44K | 0.26% | 58 |
|
|
2020
Q3 | $644K | Buy |
+13,051
| New | +$644K | 0.29% | 54 |
|
|
2019
Q3 | – | Sell |
-37,127
| Closed | -$1.89M | – | 350 |
|
|
2019
Q2 | $1.89M | Buy |
+37,127
| New | +$1.89M | 0.85% | 23 |
|