Gerstein Fisher’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 | $2.37M | Buy |
55,971
+1,474
| +3% | +$62.4K | 0.29% | 61 |
|
|
2016
Q2 | $2.47M | Buy |
54,497
+1,176
| +2% | +$53.3K | 0.32% | 58 |
|
|
2016
Q1 | $2.47M | Sell |
53,321
-613
| -1% | -$28.4K | 0.34% | 57 |
|
|
2015
Q4 | $2.32M | Sell |
53,934
-210
| -0.4% | -$9.02K | 0.32% | 54 |
|
|
2015
Q3 | $2.17M | Buy |
54,144
+1,121
| +2% | +$45K | 0.32% | 53 |
|
|
2015
Q2 | $2.08M | Sell |
53,023
-1,161
| -2% | -$45.5K | 0.34% | 58 |
|
|
2015
Q1 | $2.2M | Buy |
54,184
+10,604
| +24% | +$430K | 0.36% | 55 |
|
|
2014
Q4 | $1.84M | Sell |
43,580
-1,235
| -3% | -$52.1K | 0.3% | 69 |
|
|
2014
Q3 | $1.91M | Buy |
44,815
+1,352
| +3% | +$57.7K | 0.34% | 58 |
|
|
2014
Q2 | $1.84M | Sell |
43,463
-3,418
| -7% | -$145K | 0.35% | 50 |
|
|
2014
Q1 | $1.81M | Sell |
46,881
-65,219
| -58% | -$2.52M | 0.36% | 51 |
|
|
2013
Q4 | $16M | Buy |
112,100
+58,012
| +107% | +$8.28M | 0.6% | 45 |
|
|
2013
Q3 | $2.05M | Sell |
54,088
-201
| -0.4% | -$7.61K | 0.44% | 31 |
|
|
2013
Q2 | $2.18M | Buy |
+54,289
| New | +$2.18M | 0.52% | 26 |
|