WPA
Winning Points Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,917
| Closed | -$250K | – | 72 |
|
|
2021
Q4 | $250K | Buy |
+4,917
| New | +$250K | 0.18% | 62 |
|
|
2020
Q1 | – | Sell |
-4,917
| Closed | -$272K | – | 70 |
|
|
2019
Q4 | $272K | Hold |
4,917
| – | – | 0.17% | 61 |
|
|
2019
Q3 | $267K | Hold |
4,917
| – | – | 0.19% | 60 |
|
|
2019
Q2 | $250K | Buy |
4,917
+10
| +0.2% | +$508 | 0.18% | 62 |
|
|
2019
Q1 | $230K | Hold |
4,907
| – | – | 0.18% | 64 |
|
|
2018
Q4 | $230K | Hold |
4,907
| – | – | 0.2% | 63 |
|
|
2018
Q3 | $227K | Hold |
4,907
| – | – | 0.17% | 67 |
|
|
2018
Q2 | $215K | Hold |
4,907
| – | – | 0.17% | 65 |
|
|
2018
Q1 | $210K | Buy |
4,907
+35
| +0.7% | +$1.5K | 0.17% | 67 |
|
|
2017
Q4 | $224K | Hold |
4,872
| – | – | 0.18% | 66 |
|
|
2017
Q3 | $219K | Hold |
4,872
| – | – | 0.19% | 64 |
|
|
2017
Q2 | $218K | Buy |
+4,872
| New | +$218K | 0.21% | 64 |
|