Retirement Design & Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,058
| Closed | -$320K | – | 34 |
|
|
2016
Q2 | $320K | Hold |
7,058
| – | – | 0.2% | 58 |
|
|
2016
Q1 | $327K | Sell |
7,058
-200
| -3% | -$9.27K | 0.23% | 54 |
|
|
2015
Q4 | $312K | Sell |
7,258
-339
| -4% | -$14.6K | 0.17% | 62 |
|
|
2015
Q3 | $305K | Hold |
7,597
| – | – | 0.32% | 53 |
|
|
2015
Q2 | $298K | Hold |
7,597
| – | – | 0.26% | 60 |
|
|
2015
Q1 | $306K | Sell |
7,597
-460
| -6% | -$18.5K | 0.27% | 57 |
|
|
2014
Q4 | $340K | Buy |
+8,057
| New | +$340K | 0.26% | 60 |
|