Cypress Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $209K | Sell |
|
|||||
|
2018
Q4 | $293K | Hold |
|
|||||
|
2018
Q3 | $286K | Hold |
|
|||||
|
2018
Q2 | $271K | Sell |
|
|||||
|
2018
Q1 | $355K | Sell |
|
|||||
|
2017
Q4 | $378K | Sell |
|
|||||
|
2017
Q3 | $436K | Sell |
|
|||||
|
2017
Q2 | $457K | Sell |
|
|||||
|
2017
Q1 | $564K | Buy |
|
|||||
|
2016
Q4 | $473K | Buy |
|
|||||
|
2016
Q3 | $475K | Buy |
|
|||||
|
2016
Q2 | $448K | Buy |
|
|||||
|
2016
Q1 | $454K | Buy |
|
|||||
|
2015
Q4 | $296K | Buy |
|
|||||
|
2015
Q3 | $268K | Buy |
|
|||||
|
2015
Q2 | $218K | Buy |
|