Constellation Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,105
| Closed | -$259K | – | 207 |
|
|
2014
Q2 | $259K | Sell |
6,105
-160,131
| -96% | -$6.79M | 0.03% | 160 |
|
|
2014
Q1 | $6.43M | Buy |
166,236
+1,850
| +1% | +$71.5K | 0.63% | 40 |
|
|
2013
Q4 | $6.79M | Sell |
164,386
-306
| -0.2% | -$12.6K | 0.65% | 38 |
|
|
2013
Q3 | $6.24M | Buy |
164,692
+3,270
| +2% | +$124K | 0.71% | 36 |
|
|
2013
Q2 | $6.47M | Buy |
+161,422
| New | +$6.47M | 0.78% | 30 |
|