Cypress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $209K | Sell |
4,470
-1,712
| -28% | -$80K | 0.24% | 73 |
|
|
2018
Q4 | $293K | Hold |
6,182
| – | – | 0.4% | 59 |
|
|
2018
Q3 | $286K | Hold |
6,182
| – | – | 0.3% | 66 |
|
|
2018
Q2 | $271K | Sell |
6,182
-2,000
| -24% | -$87.7K | 0.29% | 65 |
|
|
2018
Q1 | $355K | Sell |
8,182
-52
| -0.6% | -$2.26K | 0.38% | 61 |
|
|
2017
Q4 | $378K | Sell |
8,234
-1,459
| -15% | -$67K | 0.36% | 59 |
|
|
2017
Q3 | $436K | Sell |
9,693
-486
| -5% | -$21.9K | 0.7% | 36 |
|
|
2017
Q2 | $457K | Sell |
10,179
-3,107
| -23% | -$139K | 0.53% | 46 |
|
|
2017
Q1 | $564K | Buy |
13,286
+1,873
| +16% | +$79.5K | 0.26% | 89 |
|
|
2016
Q4 | $473K | Buy |
11,413
+195
| +2% | +$8.08K | 0.22% | 96 |
|
|
2016
Q3 | $475K | Buy |
11,218
+1,325
| +13% | +$56.1K | 0.21% | 101 |
|
|
2016
Q2 | $448K | Buy |
9,893
+110
| +1% | +$4.98K | 0.22% | 101 |
|
|
2016
Q1 | $454K | Buy |
9,783
+2,898
| +42% | +$134K | 0.21% | 103 |
|
|
2015
Q4 | $296K | Buy |
6,885
+204
| +3% | +$8.77K | 0.15% | 127 |
|
|
2015
Q3 | $268K | Buy |
6,681
+1,119
| +20% | +$44.9K | 0.15% | 140 |
|
|
2015
Q2 | $218K | Buy |
+5,562
| New | +$218K | 0.13% | 136 |
|