Ancora Family Wealth Advisors’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
$780K Buy
18,441
+4,760
+35% +$201K 0.27% 99
2016
Q2
$620K Buy
13,681
+2,100
+18% +$95.2K 0.23% 106
2016
Q1
$537K Sell
11,581
-500
-4% -$23.2K 0.22% 116
2015
Q4
$519K Sell
12,081
-201
-2% -$8.64K 0.22% 121
2015
Q3
$493K Buy
+12,282
New +$493K 0.21% 122