LBA 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 | $67K | Buy |
1,576
+80
| +5% | +$3.4K | 0.04% | 178 |
|
|
2016
Q4 | $62K | Buy |
1,496
+136
| +10% | +$5.64K | 0.03% | 175 |
|
|
2016
Q3 | $58K | Buy |
1,360
+2
| +0.1% | +$85 | 0.03% | 187 |
|
|
2016
Q2 | $62K | Buy |
1,358
+2
| +0.1% | +$91 | 0.03% | 182 |
|
|
2016
Q1 | $63K | Hold |
1,356
| – | – | 0.04% | 180 |
|
|
2015
Q4 | $58K | Buy |
1,356
+671
| +98% | +$28.7K | 0.03% | 199 |
|
|
2015
Q3 | $27K | Sell |
685
-1,087
| -61% | -$42.8K | 0.02% | 212 |
|
|
2015
Q2 | $70K | Buy |
1,772
+4
| +0.2% | +$158 | 0.04% | 151 |
|
|
2015
Q1 | $72K | Hold |
1,768
| – | – | 0.05% | 154 |
|
|
2014
Q4 | $75K | Sell |
1,768
-404
| -19% | -$17.1K | 0.05% | 153 |
|
|
2014
Q3 | $93K | Buy |
2,172
+597
| +38% | +$25.6K | 0.06% | 142 |
|
|
2014
Q2 | $67K | Buy |
1,575
+300
| +24% | +$12.8K | 0.05% | 153 |
|
|
2014
Q1 | $49K | Sell |
1,275
-620
| -33% | -$23.8K | 0.04% | 160 |
|
|
2013
Q4 | $78K | Buy |
+1,895
| New | +$78K | 0.06% | 142 |
|