Camelot Portfolios’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,846
| Closed | -$247K | – | 237 |
|
|
2019
Q2 | $247K | Sell |
4,846
-23,135
| -83% | -$1.18M | 0.1% | 192 |
|
|
2019
Q1 | $1.31M | Sell |
27,981
-1,284
| -4% | -$60.2K | 0.55% | 49 |
|
|
2018
Q4 | $1.39M | Sell |
29,265
-237
| -0.8% | -$11.2K | 0.65% | 43 |
|
|
2018
Q3 | $1.36M | Buy |
29,502
+236
| +0.8% | +$10.9K | 0.61% | 50 |
|
|
2018
Q2 | $1.28M | Buy |
+29,266
| New | +$1.28M | 0.55% | 59 |
|
|
2014
Q1 | – | Sell |
-18,720
| Closed | -$773K | – | 150 |
|
|
2013
Q4 | $773K | Buy |
18,720
+75
| +0.4% | +$3.1K | 0.5% | 62 |
|
|
2013
Q3 | $706K | Buy |
+18,645
| New | +$706K | 0.52% | 60 |
|