Bristol Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,400
| Closed | -$540K | – | 52 |
|
|
2018
Q4 | $540K | Buy |
+11,400
| New | +$540K | 0.65% | 28 |
|
|
2017
Q4 | – | Sell |
-17,200
| Closed | -$774K | – | 84 |
|
|
2017
Q3 | $774K | Buy |
17,200
+7,300
| +74% | +$329K | 0.78% | 29 |
|
|
2017
Q2 | $444K | Buy |
+9,900
| New | +$444K | 0.3% | 27 |
|
|
2017
Q1 | – | Sell |
-181,900
| Closed | -$7.54M | – | 63 |
|
|
2016
Q4 | $7.54M | Buy |
+181,900
| New | +$7.54M | 7.62% | 3 |
|