Integrated Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$4.31M Buy
2016
Q4
$4.1M Sell
2016
Q3
$4.22M Sell
2016
Q2
$4.72M Buy
2016
Q1
$4.77M Sell
2015
Q4
$4.44M Buy
2015
Q3
$4.1M Sell
2015
Q2
$4.02M Buy
2015
Q1
$4.14M Buy