C.M. Bidwell & Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-64
| Closed | -$4K | – | 409 |
|
|
2019
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 353 |
|
|
2019
Q3 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 377 |
|
|
2018
Q2 | – | Sell |
-5,825
| Closed | -$253K | – | 426 |
|
|
2018
Q1 | $253K | Sell |
5,825
-2,975
| -34% | -$129K | 0.23% | 123 |
|
|
2017
Q4 | $404K | Buy |
+8,800
| New | +$404K | 0.35% | 82 |
|
|
2017
Q3 | – | Sell |
-92,050
| Closed | -$4.13M | – | 342 |
|
|
2017
Q2 | $4.13M | Buy |
+92,050
| New | +$4.13M | 0.88% | 54 |
|
|
2014
Q3 | – | Sell |
-225
| Closed | -$10K | – | 261 |
|
|
2014
Q2 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 221 |
|