Hays Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,609
| Closed | -$349K | – | 148 |
|
|
2017
Q4 | $349K | Buy |
7,609
+1,544
| +25% | +$70.8K | 0.12% | 75 |
|
|
2017
Q3 | $273K | Buy |
6,065
+485
| +9% | +$21.8K | 0.08% | 71 |
|
|
2017
Q2 | $250K | Buy |
5,580
+334
| +6% | +$15K | 0.06% | 72 |
|
|
2017
Q1 | $223K | Buy |
+5,246
| New | +$223K | 0.05% | 75 |
|