Capital Investment Services of America’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,512
| Closed | -$237K | – | 68 |
|
|
2015
Q4 | $237K | Hold |
5,512
| – | – | 0.05% | 65 |
|
|
2015
Q3 | $221K | Hold |
5,512
| – | – | 0.05% | 57 |
|
|
2015
Q2 | $216K | Hold |
5,512
| – | – | 0.05% | 59 |
|
|
2015
Q1 | $224K | Sell |
5,512
-3,834
| -41% | -$156K | 0.05% | 56 |
|
|
2014
Q4 | $395K | Buy |
9,346
+3,834
| +70% | +$162K | 0.09% | 51 |
|
|
2014
Q3 | $235K | Hold |
5,512
| – | – | 0.06% | 54 |
|
|
2014
Q2 | $233K | Hold |
5,512
| – | – | 0.06% | 52 |
|
|
2014
Q1 | $213K | Sell |
5,512
-60
| -1% | -$2.32K | 0.05% | 54 |
|
|
2013
Q4 | $230K | Hold |
5,572
| – | – | 0.06% | 53 |
|
|
2013
Q3 | $211K | Buy |
+5,572
| New | +$211K | 0.06% | 57 |
|