Integrated Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.31M | Buy |
101,609
+2,671
| +3% | +$113K | 1.44% | 12 |
|
|
2016
Q4 | $4.1M | Sell |
98,938
-747
| -0.7% | -$31K | 1.53% | 12 |
|
|
2016
Q3 | $4.22M | Sell |
99,685
-4,538
| -4% | -$192K | 1.51% | 10 |
|
|
2016
Q2 | $4.72M | Buy |
104,223
+1,412
| +1% | +$64K | 1.83% | 10 |
|
|
2016
Q1 | $4.77M | Sell |
102,811
-451
| -0.4% | -$20.9K | 2.01% | 9 |
|
|
2015
Q4 | $4.44M | Buy |
103,262
+970
| +0.9% | +$41.7K | 1.91% | 9 |
|
|
2015
Q3 | $4.1M | Sell |
102,292
-117
| -0.1% | -$4.69K | 1.8% | 11 |
|
|
2015
Q2 | $4.02M | Buy |
102,409
+193
| +0.2% | +$7.57K | 1.56% | 11 |
|
|
2015
Q1 | $4.14M | Buy |
+102,216
| New | +$4.14M | 1.73% | 9 |
|