Hefty Wealth Partners’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 | $850K | Buy |
19,562
+18,596
| +1,925% | +$808K | 0.55% | 59 |
|
|
2017
Q4 | $44K | Hold |
966
| – | – | 0.03% | 149 |
|
|
2017
Q3 | $43K | Hold |
966
| – | – | 0.03% | 140 |
|
|
2017
Q2 | $43K | Sell |
966
-21,514
| -96% | -$958K | 0.03% | 130 |
|
|
2017
Q1 | $954K | Sell |
22,480
-13,336
| -37% | -$566K | 0.69% | 59 |
|
|
2016
Q4 | $1.48M | Buy |
35,816
+1,459
| +4% | +$60.5K | 1.24% | 27 |
|
|
2016
Q3 | $1.45M | Buy |
34,357
+2,248
| +7% | +$95.1K | 1.1% | 28 |
|
|
2016
Q2 | $1.46M | Buy |
+32,109
| New | +$1.46M | 1.2% | 30 |
|
|
2016
Q1 | – | Sell |
-27,250
| Closed | -$1.17M | – | 226 |
|
|
2015
Q4 | $1.17M | Buy |
+27,250
| New | +$1.17M | 1.12% | 29 |
|