BIM
Beach Investment Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $555K | Buy |
12,535
+2,580
| +26% | +$114K | 1.93% | 20 |
|
|
2019
Q4 | $551K | Hold |
9,955
| – | – | 1.08% | 28 |
|
|
2019
Q3 | $542K | Sell |
9,955
-4,705
| -32% | -$256K | 1.21% | 25 |
|
|
2019
Q2 | $746K | Hold |
14,660
| – | – | 1.22% | 29 |
|
|
2019
Q1 | $687K | Sell |
14,660
-14,660
| -50% | -$687K | 1.24% | 27 |
|
|
2018
Q4 | $1.39M | Buy |
+29,320
| New | +$1.39M | 3.09% | 13 |
|
|
2014
Q4 | – | Sell |
-24,320
| Closed | -$1.04M | – | 50 |
|
|
2014
Q3 | $1.04M | Buy |
+24,320
| New | +$1.04M | 1.52% | 26 |
|