First Trust Capital Strength Hedged Equity Portfolio KO Holdings History
First Trust Capital Strength Hedged Equity Portfolio's Coca-Cola Co Holding Summary
As of 2025-03-31, First Trust Capital Strength Hedged Equity Portfolio held 3,329.00 shares of Coca-Cola Co(KO), totaling $238,420.00. This investment constitutes 2.23% of their stock portfolio, and First Trust Capital Strength Hedged Equity Portfolio now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2023Q3. And since then First Trust Capital Strength Hedged Equity Portfolio has made 6 purchases of KO, at an average price of $62.87, for a total of 3,329.00 shares. Based on historical transaction data and KO's current price of $70.59, First Trust Capital Strength Hedged Equity Portfolio's estimated gain on his KO holdings is $25,700.13, reflecting a 12.28% gain to date.
First Trust Capital Strength Hedged Equity Portfolio KO ($70.59) Holding Chart
First Trust Capital Strength Hedged Equity Portfolio KO ($70.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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