Curian Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-31,719
| Closed | -$1.36M | – | 216 |
|
|
2015
Q4 | $1.36M | Sell |
31,719
-63,240
| -67% | -$2.72M | 0.1% | 206 |
|
|
2015
Q3 | $3.81M | Sell |
94,959
-34,852
| -27% | -$1.4M | 0.1% | 216 |
|
|
2015
Q2 | $5.09M | Buy |
129,811
+31,158
| +32% | +$1.22M | 0.09% | 240 |
|
|
2015
Q1 | $4M | Buy |
98,653
+79,701
| +421% | +$3.23M | 0.07% | 248 |
|
|
2014
Q4 | $800K | Buy |
18,952
+140
| +0.7% | +$5.91K | 0.01% | 494 |
|
|
2014
Q3 | $803K | Sell |
18,812
-159,608
| -89% | -$6.81M | 0.01% | 476 |
|
|
2014
Q2 | $7.56M | Sell |
178,420
-442
| -0.2% | -$18.7K | 0.13% | 185 |
|
|
2014
Q1 | $6.92M | Buy |
178,862
+12,092
| +7% | +$467K | 0.12% | 191 |
|
|
2013
Q4 | $6.89M | Buy |
166,770
+5,670
| +4% | +$234K | 0.12% | 185 |
|
|
2013
Q3 | $6.1M | Buy |
161,100
+10,111
| +7% | +$383K | 0.11% | 186 |
|
|
2013
Q2 | $6.06M | Buy |
+150,989
| New | +$6.06M | 0.11% | 173 |
|