Bellwether Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $523K | Hold |
11,410
| – | – | 2.1% | 15 |
|
|
2017
Q3 | $514K | Buy |
11,410
+444
| +4% | +$20K | 2.42% | 11 |
|
|
2017
Q2 | $492K | Buy |
10,966
+333
| +3% | +$14.9K | 2.28% | 10 |
|
|
2017
Q1 | $451K | Sell |
10,633
-6,332
| -37% | -$269K | 1.19% | 17 |
|
|
2016
Q4 | $703K | Buy |
+16,965
| New | +$703K | 0.63% | 30 |
|
|
2016
Q2 | $655K | Buy |
+14,443
| New | +$655K | 0.72% | 26 |
|