Aris Wealth Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$135K Sell
3,359
-2,264
-40% -$91K 0.28% 50
2015
Q2
$221K Buy
5,623
+380
+7% +$14.9K 0.2% 97
2015
Q1
$213K Hold
5,243
0.2% 98
2014
Q4
$221K Buy
+5,243
New +$221K 0.25% 100