Haverford Financial Services’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,500
| Closed | -$319K | – | 68 |
|
|
2018
Q3 | $319K | Hold |
17,500
| – | – | 0.11% | 59 |
|
|
2018
Q2 | $236K | Hold |
17,500
| – | – | 0.09% | 71 |
|
|
2018
Q1 | $302K | Buy |
+17,500
| New | +$302K | 0.11% | 67 |
|
|
2017
Q4 | – | Sell |
-11,890
| Closed | -$257K | – | 89 |
|
|
2017
Q3 | $257K | Buy |
+11,890
| New | +$257K | 0.1% | 64 |
|