Elite Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 172 |
|
|
2015
Q2 | – | Sell |
-24,238
| Closed | -$982K | – | 66 |
|
|
2015
Q1 | $982K | Buy |
+24,238
| New | +$982K | 0.87% | 41 |
|
|
2014
Q4 | – | Sell |
-21,767
| Closed | -$929K | – | 280 |
|
|
2014
Q3 | $929K | Sell |
21,767
-6,255
| -22% | -$267K | 0.84% | 19 |
|
|
2014
Q2 | $1.19M | Sell |
28,022
-10,574
| -27% | -$448K | 1.18% | 14 |
|
|
2014
Q1 | $1.49M | Buy |
38,596
+9,400
| +32% | +$363K | 1.21% | 18 |
|
|
2013
Q4 | $1.21M | Sell |
29,196
-39,986
| -58% | -$1.65M | 0.88% | 27 |
|
|
2013
Q3 | $2.62M | Buy |
69,182
+66,781
| +2,781% | +$2.53M | 2.31% | 6 |
|
|
2013
Q2 | $96K | Buy |
+2,401
| New | +$96K | 0.14% | 73 |
|