FMA Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $908K | Sell |
21,516
-905
| -4% | -$38.2K | 0.32% | 102 |
|
|
2014
Q3 | $956K | Buy |
22,421
+2,021
| +10% | +$86.2K | 0.35% | 100 |
|
|
2014
Q2 | $864K | Buy |
20,400
+349
| +2% | +$14.8K | 0.32% | 100 |
|
|
2014
Q1 | $775K | Buy |
20,051
+5,655
| +39% | +$219K | 0.3% | 101 |
|
|
2013
Q4 | $595K | Buy |
14,396
+435
| +3% | +$18K | 0.24% | 105 |
|
|
2013
Q3 | $529K | Sell |
13,961
-158
| -1% | -$5.99K | 0.21% | 123 |
|
|
2013
Q2 | $566K | Buy |
+14,119
| New | +$566K | 0.24% | 114 |
|