Gary Goldberg Planning Services’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 | $494K | Sell |
11,698
-1,018
| -8% | -$43K | 0.21% | 64 |
|
|
2014
Q3 | $542K | Buy |
12,716
+2,114
| +20% | +$90.1K | 0.23% | 63 |
|
|
2014
Q2 | $449K | Buy |
10,602
+1,185
| +13% | +$50.2K | 0.2% | 73 |
|
|
2014
Q1 | $364K | Buy |
9,417
+594
| +7% | +$23K | 0.18% | 73 |
|
|
2013
Q4 | $364K | Sell |
8,823
-2,520
| -22% | -$104K | 0.21% | 66 |
|
|
2013
Q3 | $430K | Buy |
11,343
+594
| +6% | +$22.5K | 0.26% | 60 |
|
|
2013
Q2 | $431K | Buy |
+10,749
| New | +$431K | 0.28% | 55 |
|