Miles Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,391
| Closed | -$239K | – | 192 |
|
|
2019
Q3 | $239K | Buy |
4,391
+249
| +6% | +$13.6K | 0.2% | 130 |
|
|
2019
Q2 | $211K | Buy |
+4,142
| New | +$211K | 0.17% | 162 |
|
|
2017
Q1 | – | Sell |
-9,143
| Closed | -$379K | – | 215 |
|
|
2016
Q4 | $379K | Buy |
9,143
+2,677
| +41% | +$111K | 0.23% | 66 |
|
|
2016
Q3 | $274K | Buy |
+6,466
| New | +$274K | 0.19% | 85 |
|
|
2015
Q2 | – | Sell |
-37,839
| Closed | -$1.58M | – | 175 |
|
|
2015
Q1 | $1.58M | Sell |
37,839
-1,715
| -4% | -$71.5K | 0.94% | 21 |
|
|
2014
Q4 | $1.67M | Sell |
39,554
-11,947
| -23% | -$504K | 0.9% | 26 |
|
|
2014
Q3 | $2.2M | Sell |
51,501
-440
| -0.8% | -$18.8K | 1.16% | 14 |
|
|
2014
Q2 | $2.2M | Sell |
51,941
-9,912
| -16% | -$420K | 1.11% | 18 |
|
|
2014
Q1 | $2.39M | Sell |
61,853
-4,825
| -7% | -$187K | 1.24% | 16 |
|
|
2013
Q4 | $2.75M | Buy |
66,678
+24,484
| +58% | +$1.01M | 1.35% | 12 |
|
|
2013
Q3 | $1.6M | Buy |
+42,194
| New | +$1.6M | 0.91% | 22 |
|