Long Wharf Investors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $660K | Sell |
15,570
-60
| -0.4% | -$2.54K | 0.52% | 54 |
|
|
2014
Q1 | $604K | Buy |
15,630
+1,303
| +9% | +$50.4K | 0.52% | 53 |
|
|
2013
Q4 | $592K | Buy |
14,327
+220
| +2% | +$9.09K | 0.54% | 57 |
|
|
2013
Q3 | $534K | Sell |
14,107
-860
| -6% | -$32.6K | 0.51% | 61 |
|
|
2013
Q2 | $600K | Buy |
+14,967
| New | +$600K | 0.59% | 54 |
|