Affinity Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,688
| Closed | -$212K | – | 63 |
|
|
2016
Q2 | $212K | Hold |
4,688
| – | – | 0.14% | 50 |
|
|
2016
Q1 | $217K | Sell |
4,688
-272
| -5% | -$12.6K | 0.13% | 47 |
|
|
2015
Q4 | $213K | Buy |
+4,960
| New | +$213K | 0.14% | 41 |
|
|
2015
Q2 | – | Sell |
-4,960
| Closed | -$201K | – | 54 |
|
|
2015
Q1 | $201K | Hold |
4,960
| – | – | 0.12% | 45 |
|
|
2014
Q4 | $209K | Buy |
+4,960
| New | +$209K | 0.17% | 35 |
|
|
2014
Q2 | $206K | Buy |
+4,853
| New | +$206K | 0.2% | 27 |
|