Longer Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-37,345
| Closed | -$1.62M | – | 32 |
|
|
2018
Q1 | $1.62M | Buy |
37,345
+2,745
| +8% | +$119K | 1.77% | 25 |
|
|
2017
Q4 | $1.59M | Sell |
34,600
-310
| -0.9% | -$14.2K | 1.33% | 35 |
|
|
2017
Q3 | $1.57M | Sell |
34,910
-13,395
| -28% | -$603K | 1.4% | 33 |
|
|
2017
Q2 | $2.17M | Buy |
48,305
+55
| +0.1% | +$2.47K | 1.9% | 18 |
|
|
2017
Q1 | $2.05M | Sell |
48,250
-295
| -0.6% | -$12.5K | 1.97% | 23 |
|
|
2016
Q4 | $2.01M | Buy |
48,545
+11,556
| +31% | +$479K | 1.84% | 23 |
|
|
2016
Q3 | $1.57M | Buy |
36,989
+20
| +0.1% | +$846 | 1.36% | 33 |
|
|
2016
Q2 | $1.68M | Sell |
36,969
-21
| -0.1% | -$952 | 1.84% | 20 |
|
|
2016
Q1 | $1.72M | Sell |
36,990
-20,830
| -36% | -$966K | 1.42% | 27 |
|
|
2015
Q4 | $2.48M | Sell |
57,820
-1,820
| -3% | -$78.2K | 2.19% | 12 |
|
|
2015
Q3 | $2.39M | Buy |
59,640
+9,125
| +18% | +$366K | 2.82% | 10 |
|
|
2015
Q2 | $1.98M | Buy |
50,515
+9,435
| +23% | +$370K | 1.74% | 20 |
|
|
2015
Q1 | $1.67M | Sell |
41,080
-115
| -0.3% | -$4.66K | 1.27% | 27 |
|
|
2014
Q4 | $1.74M | Buy |
41,195
+15
| +0% | +$633 | 1.29% | 31 |
|
|
2014
Q3 | $1.76M | Sell |
41,180
-19,850
| -33% | -$847K | 1.42% | 25 |
|
|
2014
Q2 | $2.59M | Buy |
61,030
+15,035
| +33% | +$637K | 1.95% | 16 |
|
|
2014
Q1 | $1.78M | Sell |
45,995
-14,050
| -23% | -$543K | 1.41% | 26 |
|
|
2013
Q4 | $2.48M | Buy |
60,045
+19,950
| +50% | +$824K | 1.94% | 18 |
|
|
2013
Q3 | $1.52M | Sell |
40,095
-100
| -0.2% | -$3.79K | 1.22% | 34 |
|
|
2013
Q2 | $1.61M | Buy |
+40,195
| New | +$1.61M | 1.47% | 26 |
|