Cobiz Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $305K | Sell |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $226K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $366K | Sell |
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|
2017
Q1 | $367K | Sell |
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|
2016
Q4 | $371K | Buy |
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|
2016
Q3 | $366K | Buy |
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|
2016
Q2 | $389K | Hold |
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|
2016
Q1 | $398K | Sell |
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|
2015
Q4 | $399K | Sell |
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|
2015
Q3 | $392K | Hold |
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|
2015
Q2 | $384K | Hold |
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|
2015
Q1 | $396K | Sell |
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|
2014
Q4 | $421K | Hold |
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|
2014
Q3 | $426K | Hold |
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|
2014
Q2 | $423K | Sell |
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|
2014
Q1 | $387K | Buy |
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|
2013
Q4 | $412K | Buy |
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|
2013
Q3 | $374K | Hold |
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|
2013
Q2 | $396K | Buy |
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