CT Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $541K | Sell |
12,756
-528
| -4% | -$22.4K | 0.33% | 83 |
|
|
2016
Q4 | $551K | Buy |
13,284
+11
| +0.1% | +$456 | 0.35% | 76 |
|
|
2016
Q3 | $562K | Sell |
13,273
-60
| -0.5% | -$2.54K | 0.34% | 73 |
|
|
2016
Q2 | $604K | Sell |
13,333
-735
| -5% | -$33.3K | 0.37% | 69 |
|
|
2016
Q1 | $653K | Sell |
14,068
-310
| -2% | -$14.4K | 0.37% | 67 |
|
|
2015
Q4 | $618K | Sell |
14,378
-249
| -2% | -$10.7K | 0.36% | 74 |
|
|
2015
Q3 | $587K | Sell |
14,627
-694
| -5% | -$27.8K | 0.37% | 71 |
|
|
2015
Q2 | $601K | Buy |
15,321
+5
| +0% | +$196 | 0.34% | 76 |
|
|
2015
Q1 | $621K | Sell |
15,316
-333
| -2% | -$13.5K | 0.34% | 76 |
|
|
2014
Q4 | $661K | Buy |
+15,649
| New | +$661K | 0.5% | 52 |
|
|
2014
Q1 | $621K | Buy |
+15,316
| New | +$621K | 0.34% | 76 |
|