Assured Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,379
| Closed | -$65K | – | 454 |
|
|
2019
Q1 | $65K | Buy |
+1,379
| New | +$65K | ﹤0.01% | 923 |
|
|
2018
Q1 | – | Sell |
-2,009
| Closed | -$92K | – | 1178 |
|
|
2017
Q4 | $92K | Buy |
+2,009
| New | +$92K | ﹤0.01% | 470 |
|
|
2015
Q3 | – | Sell |
-5,262
| Closed | -$206K | – | 635 |
|
|
2015
Q2 | $206K | Buy |
+5,262
| New | +$206K | ﹤0.01% | 459 |
|