American Economic Planning Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $400K | Sell |
7,359
-265
| -3% | -$14.4K | 0.11% | 56 |
|
|
2019
Q2 | $388K | Buy |
7,624
+129
| +2% | +$6.57K | 0.12% | 54 |
|
|
2019
Q1 | $351K | Sell |
7,495
-7
| -0.1% | -$328 | 0.11% | 55 |
|
|
2018
Q4 | $355K | Buy |
7,502
+7
| +0.1% | +$331 | 0.11% | 53 |
|
|
2018
Q3 | $346K | Sell |
7,495
-215
| -3% | -$9.93K | 0.12% | 44 |
|
|
2018
Q2 | $338K | Buy |
7,710
+9
| +0.1% | +$395 | 0.13% | 50 |
|
|
2018
Q1 | $334K | Sell |
7,701
-300
| -4% | -$13K | 0.12% | 60 |
|
|
2017
Q4 | $367K | Buy |
8,001
+476
| +6% | +$21.8K | 0.14% | 54 |
|
|
2017
Q3 | $339K | Sell |
7,525
-55
| -0.7% | -$2.48K | 0.13% | 52 |
|
|
2017
Q2 | $340K | Buy |
7,580
+8
| +0.1% | +$359 | 0.13% | 51 |
|
|
2017
Q1 | $321K | Sell |
7,572
-31
| -0.4% | -$1.31K | 0.13% | 51 |
|
|
2016
Q4 | $315K | Buy |
7,603
+15
| +0.2% | +$621 | 0.13% | 41 |
|
|
2016
Q3 | $321K | Buy |
7,588
+7
| +0.1% | +$296 | 0.13% | 42 |
|
|
2016
Q2 | $344K | Sell |
7,581
-559
| -7% | -$25.4K | 0.14% | 33 |
|
|
2016
Q1 | $378K | Buy |
+8,140
| New | +$378K | 0.15% | 31 |
|
|
2014
Q3 | – | Sell |
-5,296
| Closed | -$224K | – | 36 |
|
|
2014
Q2 | $224K | Buy |
+5,296
| New | +$224K | 0.08% | 34 |
|