MSTVIM
Messner & Smith Theme Value Investment Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $248K | Hold |
5,700
| – | – | 0.41% | 55 |
|
|
2017
Q4 | $262K | Hold |
5,700
| – | – | 0.42% | 60 |
|
|
2017
Q3 | $257K | Hold |
5,700
| – | – | 0.4% | 62 |
|
|
2017
Q2 | $256K | Hold |
5,700
| – | – | 0.45% | 61 |
|
|
2017
Q1 | $242K | Hold |
5,700
| – | – | 0.39% | 64 |
|
|
2016
Q4 | $236K | Hold |
5,700
| – | – | 0.39% | 62 |
|
|
2016
Q3 | $241K | Sell |
5,700
-70
| -1% | -$2.96K | 0.39% | 63 |
|
|
2016
Q2 | $262K | Buy |
5,770
+70
| +1% | +$3.18K | 0.48% | 56 |
|
|
2016
Q1 | $264K | Buy |
+5,700
| New | +$264K | 0.52% | 52 |
|