Fusion Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-230
| Closed | -$9K | – | 116 |
|
|
2015
Q3 | $9K | Buy |
+230
| New | +$9K | 0.02% | 131 |
|
|
2014
Q4 | – | Sell |
-4,602
| Closed | -$197K | – | 161 |
|
|
2014
Q3 | $197K | Sell |
4,602
-70
| -1% | -$3K | 0.17% | 79 |
|
|
2014
Q2 | $197K | Sell |
4,672
-4,720
| -50% | -$199K | 0.17% | 93 |
|
|
2014
Q1 | $364K | Sell |
9,392
-1,115
| -11% | -$43.2K | 0.37% | 43 |
|
|
2013
Q4 | $434K | Buy |
+10,507
| New | +$434K | 0.32% | 70 |
|