Integrated Wealth Counsel’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $22K | Hold |
525
| – | – | 0.05% | 107 |
|
|
2016
Q3 | $22K | Buy |
525
+285
| +119% | +$11.9K | 0.05% | 100 |
|
|
2016
Q2 | $11K | Hold |
240
| – | – | 0.03% | 65 |
|
|
2016
Q1 | $11K | Buy |
+240
| New | +$11K | 0.03% | 65 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$8K | – | 128 |
|
|
2014
Q1 | $8K | Hold |
200
| – | – | 0.01% | 136 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 153 |
|