Domani Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,847
| Closed | -$201K | – | 102 |
|
|
2016
Q4 | $201K | Buy |
4,847
+21
| +0.4% | +$871 | 0.08% | 96 |
|
|
2016
Q3 | $204K | Buy |
4,826
+10
| +0.2% | +$423 | 0.08% | 116 |
|
|
2016
Q2 | $218K | Sell |
4,816
-224
| -4% | -$10.1K | 0.08% | 104 |
|
|
2016
Q1 | $238K | Sell |
5,040
-5,750
| -53% | -$272K | 0.09% | 106 |
|
|
2015
Q4 | $464K | Buy |
10,790
+97
| +0.9% | +$4.17K | 0.18% | 75 |
|
|
2015
Q3 | $429K | Sell |
10,693
-140
| -1% | -$5.62K | 0.23% | 60 |
|
|
2015
Q2 | $425K | Buy |
10,833
+10,325
| +2,032% | +$405K | 0.23% | 58 |
|
|
2015
Q1 | $12.5K | Buy |
+508
| New | +$12.5K | 0.19% | 44 |
|