Acuity Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $41K | Sell |
1,000
-300
| -23% | -$12.3K | 0.06% | 138 |
|
2014
Q4 | $55K | Hold |
1,300
| – | – | 0.04% | 142 |
|
2014
Q3 | $56K | Sell |
1,300
-800
| -38% | -$34.5K | 0.04% | 140 |
|
2014
Q2 | $89K | Sell |
2,100
-2,300
| -52% | -$97.5K | 0.06% | 132 |
|
2014
Q1 | $170K | Sell |
4,400
-3,400
| -44% | -$131K | 0.09% | 110 |
|
2013
Q4 | $323K | Sell |
7,800
-171,000
| -96% | -$7.08M | 0.13% | 101 |
|
2013
Q3 | $6.76M | Sell |
178,800
-55,800
| -24% | -$2.11M | 0.92% | 24 |
|
2013
Q2 | $9.41M | Buy |
+234,600
| New | +$9.41M | 1.21% | 20 |
|