IKOS CIF’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-16,022
| Closed | -$704K | – | 181 |
|
|
2016
Q2 | $704K | Buy |
+16,022
| New | +$704K | 2.43% | 12 |
|
|
2015
Q3 | – | Sell |
-3,900
| Closed | -$157K | – | 244 |
|
|
2015
Q2 | $157K | Buy |
+3,900
| New | +$157K | 0.52% | 85 |
|
|
2014
Q2 | – | Sell |
-12,572
| Closed | -$485K | – | 248 |
|
|
2014
Q1 | $485K | Buy |
+12,572
| New | +$485K | 0.73% | 25 |
|