DPA
Delphi Private Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-800
| Closed | -$36K | – | 85 |
|
|
2017
Q2 | $36K | Hold |
800
| – | – | 0.07% | 49 |
|
|
2017
Q1 | $34K | Sell |
800
-511
| -39% | -$21.7K | 0.06% | 48 |
|
|
2016
Q4 | $54K | Sell |
1,311
-89
| -6% | -$3.67K | 0.1% | 39 |
|
|
2016
Q3 | $59K | Sell |
1,400
-219
| -14% | -$9.23K | 0.1% | 32 |
|
|
2016
Q2 | $73K | Sell |
1,619
-305
| -16% | -$13.8K | 0.13% | 33 |
|
|
2016
Q1 | $89K | Sell |
1,924
-88
| -4% | -$4.07K | 0.16% | 30 |
|
|
2015
Q4 | $86K | Buy |
+2,012
| New | +$86K | 0.15% | 35 |
|