Girard Securities’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,550
| Closed | -$294K | – | 147 |
|
|
2017
Q2 | $294K | Buy |
6,550
+327
| +5% | +$14.7K | 0.22% | 111 |
|
|
2017
Q1 | $264K | Buy |
6,223
+793
| +15% | +$33.6K | 0.23% | 117 |
|
|
2016
Q4 | $225K | Sell |
5,430
-1,295
| -19% | -$53.7K | 0.2% | 143 |
|
|
2016
Q3 | $285K | Sell |
6,725
-2,468
| -27% | -$105K | 0.29% | 100 |
|
|
2016
Q2 | $417K | Buy |
9,193
+518
| +6% | +$23.5K | 0.38% | 78 |
|
|
2016
Q1 | $403K | Sell |
8,675
-769
| -8% | -$35.7K | 0.4% | 78 |
|
|
2015
Q4 | $405K | Buy |
+9,444
| New | +$405K | 0.4% | 74 |
|