Lagoda Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,900
| Closed | -$90K | – | 26 |
|
|
2018
Q4 | $90K | Sell |
1,900
-200
| -10% | -$9.47K | 0.15% | 23 |
|
|
2018
Q3 | $97K | Hold |
2,100
| – | – | 0.04% | 29 |
|
|
2018
Q2 | $92K | Hold |
2,100
| – | – | 0.04% | 30 |
|
|
2018
Q1 | $91K | Sell |
2,100
-1,550
| -42% | -$67.2K | 0.03% | 30 |
|
|
2017
Q4 | $167K | Hold |
3,650
| – | – | 0.06% | 28 |
|
|
2017
Q3 | $164K | Sell |
3,650
-100
| -3% | -$4.49K | 0.06% | 30 |
|
|
2017
Q2 | $168K | Sell |
3,750
-200
| -5% | -$8.96K | 0.06% | 29 |
|
|
2017
Q1 | $168K | Sell |
3,950
-950
| -19% | -$40.4K | 0.07% | 26 |
|
|
2016
Q4 | $203K | Buy |
+4,900
| New | +$203K | 0.07% | 25 |
|