Conservest Capital Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,040
| Closed | -$219K | – | 85 |
|
|
2018
Q1 | $219K | Hold |
5,040
| – | – | 0.05% | 69 |
|
|
2017
Q4 | $231K | Buy |
5,040
+73
| +1% | +$3.35K | 0.05% | 73 |
|
|
2017
Q3 | $224K | Buy |
4,967
+37
| +0.8% | +$1.67K | 0.04% | 94 |
|
|
2017
Q2 | $221K | Sell |
4,930
-1,626
| -25% | -$72.9K | 0.05% | 74 |
|
|
2017
Q1 | $278K | Buy |
+6,556
| New | +$278K | 0.06% | 64 |
|