Ironsides Asset Advisors’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 | – | Sell |
-32,468
| Closed | -$1.35M | – | 117 |
|
|
2016
Q4 | $1.35M | Buy |
32,468
+1,950
| +6% | +$80.8K | 0.37% | 60 |
|
|
2016
Q3 | $1.29M | Buy |
30,518
+1,200
| +4% | +$50.8K | 0.35% | 64 |
|
|
2016
Q2 | $1.33M | Sell |
29,318
-5,272
| -15% | -$239K | 0.41% | 50 |
|
|
2016
Q1 | $1.61M | Buy |
34,590
+2,495
| +8% | +$116K | 0.4% | 57 |
|
|
2015
Q4 | $1.38M | Sell |
32,095
-2,034
| -6% | -$87.4K | 0.37% | 60 |
|
|
2015
Q3 | $1.37M | Buy |
34,129
+6,891
| +25% | +$277K | 0.38% | 56 |
|
|
2015
Q2 | $1.07M | Buy |
27,238
+800
| +3% | +$31.4K | 0.3% | 75 |
|
|
2015
Q1 | $1.07M | Sell |
26,438
-680
| -3% | -$27.6K | 0.29% | 76 |
|
|
2014
Q4 | $1.15M | Buy |
27,118
+10
| +0% | +$422 | 0.31% | 70 |
|
|
2014
Q3 | $1.16M | Sell |
27,108
-1,312
| -5% | -$56K | 0.34% | 67 |
|
|
2014
Q2 | $1.2M | Buy |
+28,420
| New | +$1.2M | 0.35% | 62 |
|