Credential Securities’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 | $342K | Sell |
7,806
-280
| -3% | -$12.3K | 0.08% | 132 |
|
|
2018
Q1 | $351K | Buy |
8,086
+373
| +5% | +$16.2K | 0.08% | 142 |
|
|
2017
Q4 | $354K | Buy |
7,713
+972
| +14% | +$44.7K | 0.09% | 143 |
|
|
2017
Q3 | $303K | Buy |
6,741
+835
| +14% | +$37.6K | 0.08% | 147 |
|
|
2017
Q2 | $265K | Sell |
5,906
-216
| -4% | -$9.68K | 0.08% | 151 |
|
|
2017
Q1 | $260K | Buy |
6,122
+1,044
| +21% | +$44.3K | 0.09% | 154 |
|
|
2016
Q4 | $211K | Buy |
5,078
+887
| +21% | +$36.8K | 0.08% | 159 |
|
|
2016
Q3 | $177K | Buy |
4,191
+280
| +7% | +$11.9K | 0.08% | 165 |
|
|
2016
Q2 | $177K | Sell |
3,911
-338
| -8% | -$15.3K | 0.09% | 163 |
|
|
2016
Q1 | $197K | Buy |
4,249
+616
| +17% | +$28.6K | 0.11% | 155 |
|
|
2015
Q4 | $156K | Sell |
3,633
-13
| -0.4% | -$558 | 0.1% | 153 |
|
|
2015
Q3 | $146K | Sell |
3,646
-24
| -0.7% | -$963 | 0.1% | 144 |
|
|
2015
Q2 | $144K | Hold |
3,670
| – | – | 0.09% | 150 |
|
|
2015
Q1 | $149K | Sell |
3,670
-6,354
| -63% | -$258K | 0.1% | 145 |
|
|
2014
Q4 | $423K | Sell |
10,024
-1,111
| -10% | -$46.9K | 0.27% | 97 |
|
|
2014
Q3 | $470K | Buy |
11,135
+828
| +8% | +$35K | 0.32% | 90 |
|
|
2014
Q2 | $436K | Buy |
10,307
+797
| +8% | +$33.7K | 0.29% | 96 |
|
|
2014
Q1 | $368K | Buy |
+9,510
| New | +$368K | 0.27% | 99 |
|