Lubar & Co’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 | – | Sell |
-3,924
| Closed | -$155K | – | 25 |
|
|
2014
Q1 | $155K | Sell |
3,924
-6,027
| -61% | -$238K | 0.13% | 29 |
|
|
2013
Q4 | $411K | Hold |
9,951
| – | – | 0.32% | 30 |
|
|
2013
Q3 | $377K | Buy |
9,951
+3,924
| +65% | +$149K | 0.35% | 31 |
|
|
2013
Q2 | $243K | Buy |
+6,027
| New | +$243K | 0.26% | 26 |
|