Arlington Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,841
| Closed | -$2.37M | – | 56 |
|
|
2019
Q4 | $2.37M | Sell |
42,841
-702
| -2% | -$38.9K | 1.32% | 24 |
|
|
2019
Q3 | $2.37M | Sell |
43,543
-33
| -0.1% | -$1.8K | 1.35% | 25 |
|
|
2019
Q2 | $2.22M | Buy |
43,576
+109
| +0.3% | +$5.55K | 1.27% | 28 |
|
|
2019
Q1 | $2.05M | Buy |
43,467
+1,073
| +3% | +$50.7K | 1.17% | 29 |
|
|
2018
Q4 | $2.01M | Buy |
42,394
+2,263
| +6% | +$107K | 0.85% | 38 |
|
|
2018
Q3 | $1.99M | Sell |
40,131
-143
| -0.4% | -$7.11K | 1.2% | 27 |
|
|
2018
Q2 | $1.88M | Buy |
40,274
+5,536
| +16% | +$258K | 1.09% | 32 |
|
|
2018
Q1 | $1.53M | Buy |
34,738
+1,612
| +5% | +$70.9K | 1% | 31 |
|
|
2017
Q4 | $1.59M | Buy |
+33,126
| New | +$1.59M | 0.75% | 33 |
|