Wealthstreet Investment Advisors’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 |
-161,746
| Closed | -$8.53M | – | 222 |
|
|
2021
Q1 | $8.53M | Sell |
161,746
-100
| -0.1% | -$5.27K | 0.83% | 29 |
|
|
2020
Q4 | $8.88M | Hold |
161,846
| – | – | 0.9% | 25 |
|
|
2020
Q3 | $7.99M | Sell |
161,846
-1,500
| -0.9% | -$74.1K | 0.89% | 27 |
|
|
2020
Q2 | $7.3M | Buy |
163,346
+324
| +0.2% | +$14.5K | 0.89% | 29 |
|
|
2020
Q1 | $7.21M | Buy |
163,022
+383
| +0.2% | +$16.9K | 1.07% | 24 |
|
|
2019
Q4 | $9M | Sell |
162,639
-1,600
| -1% | -$88.6K | 1.05% | 24 |
|
|
2019
Q3 | $8.77M | Sell |
164,239
-454
| -0.3% | -$24.2K | 1.12% | 23 |
|
|
2019
Q2 | $8.39M | Buy |
164,693
+754
| +0.5% | +$38.4K | 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% | +$21.2K | 1.11% | 20 |
|
|
2018
Q3 | $7.72M | Hold |
167,202
| – | – | 0.95% | 24 |
|
|
2018
Q2 | $7.33M | Sell |
167,202
-400
| -0.2% | -$17.5K | 0.97% | 24 |
|
|
2018
Q1 | $7.28M | Buy |
167,602
+2,290
| +1% | +$99.5K | 0.91% | 24 |
|
|
2017
Q4 | $7.59M | Buy |
+165,312
| New | +$7.59M | 0.92% | 26 |
|