Benchmark Capital Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-28,150
| Closed | -$1.19M | – | 125 |
|
|
2014
Q2 | $1.19M | Sell |
28,150
-1,500
| -5% | -$63.5K | 0.75% | 51 |
|
|
2014
Q1 | $1.15M | Sell |
29,650
-2,200
| -7% | -$85K | 0.8% | 47 |
|
|
2013
Q4 | $1.32M | Buy |
31,850
+9,950
| +45% | +$411K | 0.91% | 37 |
|
|
2013
Q3 | $830K | Buy |
21,900
+15,900
| +265% | +$603K | 0.6% | 55 |
|
|
2013
Q2 | $241K | Buy |
+6,000
| New | +$241K | 0.19% | 111 |
|