Lehman Financial Resources’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,390
| Closed | -$136K | – | 208 |
|
|
2015
Q3 | $136K | Sell |
3,390
-1,400
| -29% | -$56.2K | 0.07% | 71 |
|
|
2015
Q2 | $187K | Hold |
4,790
| – | – | 0.09% | 59 |
|
|
2015
Q1 | $194K | Buy |
4,790
+700
| +17% | +$28.4K | 0.09% | 60 |
|
|
2014
Q4 | $173K | Sell |
4,090
-500
| -11% | -$21.1K | 0.08% | 67 |
|
|
2014
Q3 | $196K | Hold |
4,590
| – | – | 0.1% | 58 |
|
|
2014
Q2 | $194K | Hold |
4,590
| – | – | 0.09% | 60 |
|
|
2014
Q1 | $177K | Buy |
4,590
+300
| +7% | +$11.6K | 0.09% | 60 |
|
|
2013
Q4 | $177K | Buy |
4,290
+400
| +10% | +$16.5K | 0.11% | 60 |
|
|
2013
Q3 | $147K | Buy |
3,890
+500
| +15% | +$18.9K | 0.09% | 59 |
|
|
2013
Q2 | $136K | Buy |
+3,390
| New | +$136K | 0.09% | 59 |
|