D. Scott Neal’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,344
| Closed | -$147K | – | 50 |
|
|
2018
Q2 | $147K | Sell |
3,344
-66
| -2% | -$2.9K | 0.08% | 46 |
|
|
2018
Q1 | $148K | Hold |
3,410
| – | – | 0.08% | 50 |
|
|
2017
Q4 | $156K | Hold |
3,410
| – | – | 0.09% | 48 |
|
|
2017
Q3 | $153K | Hold |
3,410
| – | – | 0.09% | 49 |
|
|
2017
Q2 | $153K | Hold |
3,410
| – | – | 0.1% | 52 |
|
|
2017
Q1 | $145K | Hold |
3,410
| – | – | 0.09% | 55 |
|
|
2016
Q4 | $141K | Hold |
3,410
| – | – | 0.1% | 45 |
|
|
2016
Q3 | $144K | Sell |
3,410
-20
| -0.6% | -$845 | 0.11% | 39 |
|
|
2016
Q2 | $155K | Hold |
3,430
| – | – | 0.14% | 36 |
|
|
2016
Q1 | $159K | Buy |
3,430
+20
| +0.6% | +$927 | 0.15% | 33 |
|
|
2015
Q4 | $146K | Buy |
+3,410
| New | +$146K | 0.12% | 37 |
|