FPTW
Franklin, Parlapiano, Turner & Welch’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-376
| Closed | -$16K | – | 85 |
|
|
2017
Q1 | $16K | Buy |
376
+25
| +7% | +$1.06K | 0.01% | 100 |
|
|
2016
Q4 | $15K | Sell |
351
-64
| -15% | -$2.74K | 0.01% | 99 |
|
|
2016
Q3 | $18K | Hold |
415
| – | – | 0.01% | 92 |
|
|
2016
Q2 | $19K | Buy |
415
+200
| +93% | +$9.16K | 0.01% | 88 |
|
|
2016
Q1 | $10K | Hold |
215
| – | – | 0.01% | 102 |
|
|
2015
Q4 | $9K | Hold |
215
| – | – | 0.01% | 105 |
|
|
2015
Q3 | $9K | Buy |
+215
| New | +$9K | 0.01% | 87 |
|