Partnervest Advisory Services’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$15K | – | 263 |
|
|
2014
Q2 | $15K | Hold |
2,000
| – | – | 0.01% | 595 |
|
|
2014
Q1 | $17K | Hold |
2,000
| – | – | 0.01% | 534 |
|
|
2013
Q4 | $15K | Buy |
2,000
+1,000
| +100% | +$7.5K | 0.01% | 535 |
|
|
2013
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 740 |
|
|
2013
Q2 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 688 |
|