DC Investments Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,254
| Closed | -$503K | – | 188 |
|
|
2020
Q2 | $503K | Buy |
11,254
+6,164
| +121% | +$276K | 0.18% | 80 |
|
|
2020
Q1 | $225K | Buy |
+5,090
| New | +$225K | 0.18% | 209 |
|
|
2019
Q4 | – | Sell |
-6,354
| Closed | -$346K | – | 285 |
|
|
2019
Q3 | $346K | Buy |
6,354
+2,066
| +48% | +$113K | 0.2% | 219 |
|
|
2019
Q2 | $218K | Hold |
4,288
| – | – | 0.12% | 306 |
|
|
2019
Q1 | $201K | Hold |
4,288
| – | – | 0.13% | 241 |
|
|
2018
Q4 | $203K | Buy |
+4,288
| New | +$203K | 0.17% | 223 |
|
|
2018
Q2 | – | Sell |
-13,056
| Closed | -$567K | – | 346 |
|
|
2018
Q1 | $567K | Sell |
13,056
-6,529
| -33% | -$284K | 0.38% | 89 |
|
|
2017
Q4 | $899K | Buy |
+19,585
| New | +$899K | 0.37% | 60 |
|