KO
Market Value
$62,000
Cost Basis
$45,000
Unrealized Gain
+$17,000
+37.8%
Shares
1,000
Avg Cost / Price
$45.00→$62.00
Purchase History3 lots
Purchase Date
Shares
Cost / Share
Total Cost
Current Value
Gain / Loss
Jun 1, 2023
Schwab
Shares 200
Avg $63.00
Cost $12,600
Gain -$200(-1.6%)
Jun 1, 2023
Schwab
200
$63.00
$12,600
$12,400
-$200(-1.6%)
Oct 1, 2021
Schwab
Shares 400
Avg $54.00
Cost $21,600
Gain +$3,200(+14.8%)
Oct 1, 2021
Schwab
400
$54.00
$21,600
$24,800
+$3,200(+14.8%)
Apr 1, 2020
Schwab
Shares 400
Avg $44.00
Cost $17,600
Gain +$7,200(+40.9%)
Apr 1, 2020
Schwab
400
$44.00
$17,600
$24,800
+$7,200(+40.9%)
Total
$51,800 cost
+$10,200Total
1000
$51,800
$62,000
+$10,200(+19.7%)