Wealthstreet Investment Advisors’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-161,746	Closed	-$8.53M	–	222
2021 Q1	$8.53M	Sell	161,746 -100	-0.1%	-$5.03K	0.83%	29
2020 Q4	$8.88M	Hold	161,846	–	–	0.9%	25
2020 Q3	$7.99M	Sell	161,846 -1,500	-0.9%	-$72.1K	0.89%	27
2020 Q2	$7.3M	Buy	163,346 +324	+0.2%	+$14.9K	0.89%	29
2020 Q1	$7.21M	Buy	163,022 +383	+0.2%	+$20.7K	1.07%	24
2019 Q4	$9M	Sell	162,639 -1,600	-1%	-$86K	1.05%	24
2019 Q3	$8.77M	Sell	164,239 -454	-0.3%	-$24.3K	1.12%	23
2019 Q2	$8.39M	Buy	164,693 +754	+0.5%	+$37K	1.08%	22
2019 Q1	$7.68M	Sell	163,939 -3,713	-2%	-$174K	1.01%	23
2018 Q4	$7.91M	Buy	167,652 +450	+0.3%	+$21.5K	1.11%	20
2018 Q3	$7.72M	Hold	167,202	–	–	0.95%	24
2018 Q2	$7.33M	Sell	167,202 -400	-0.2%	-$17.3K	0.97%	24
2018 Q1	$7.28M	Buy	167,602 +2,290	+1%	+$103K	0.91%	24
2017 Q4	$7.58M	Buy	+165,312	New	+$7.6M	0.92%	26