Index Management Solutions’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $34K | Sell |
841
-24
| -3% | -$970 | 0.03% | 279 |
|
|
2015
Q2 | $34K | Buy |
865
+369
| +74% | +$14.5K | 0.03% | 369 |
|
|
2015
Q1 | $20K | Sell |
496
-384
| -44% | -$15.5K | 0.02% | 375 |
|
|
2014
Q4 | $37K | Buy |
880
+349
| +66% | +$14.7K | 0.01% | 521 |
|
|
2014
Q3 | $23K | Sell |
531
-277
| -34% | -$12K | ﹤0.01% | 970 |
|
|
2014
Q2 | $34K | Sell |
808
-531
| -40% | -$22.3K | ﹤0.01% | 927 |
|
|
2014
Q1 | $52K | Sell |
1,339
-752
| -36% | -$29.2K | 0.01% | 800 |
|
|
2013
Q4 | $86K | Buy |
2,091
+235
| +13% | +$9.67K | 0.02% | 246 |
|
|
2013
Q3 | $70K | Buy |
+1,856
| New | +$70K | 0.02% | 301 |
|