Huntington Steele’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,982
| Closed | -$210K | – | 56 |
|
|
2014
Q4 | $210K | Hold |
4,982
| – | – | 0.09% | 63 |
|
|
2014
Q3 | $213K | Hold |
4,982
| – | – | 0.09% | 61 |
|
|
2014
Q2 | $211K | Buy |
+4,982
| New | +$211K | 0.09% | 63 |
|
|
2014
Q1 | – | Sell |
-4,982
| Closed | -$206K | – | 67 |
|
|
2013
Q4 | $206K | Buy |
+4,982
| New | +$206K | 0.09% | 61 |
|
|
2013
Q3 | – | Sell |
-5,086
| Closed | -$204K | – | 62 |
|
|
2013
Q2 | $204K | Buy |
+5,086
| New | +$204K | 0.11% | 59 |
|