Rowland Carmichael Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $220K | Buy |
+4,008
| New | +$220K | 0.07% | 281 |
|
|
2018
Q2 | – | Sell |
-27,324
| Closed | -$1.19M | – | 358 |
|
|
2018
Q1 | $1.19M | Buy |
27,324
+1,628
| +6% | +$70.7K | 0.65% | 31 |
|
|
2017
Q4 | $1.18M | Sell |
25,696
-1,133
| -4% | -$52K | 0.61% | 37 |
|
|
2017
Q3 | $1.21M | Buy |
26,829
+346
| +1% | +$15.6K | 0.67% | 30 |
|
|
2017
Q2 | $1.19M | Buy |
26,483
+1,086
| +4% | +$48.7K | 0.69% | 27 |
|
|
2017
Q1 | $1.08M | Sell |
25,397
-119
| -0.5% | -$5.05K | 0.65% | 31 |
|
|
2016
Q4 | $1.06M | Sell |
25,516
-269
| -1% | -$11.2K | 0.62% | 41 |
|
|
2016
Q3 | $1.09M | Buy |
25,785
+890
| +4% | +$37.7K | 0.7% | 40 |
|
|
2016
Q2 | $1.13M | Buy |
24,895
+2,255
| +10% | +$102K | 0.71% | 34 |
|
|
2016
Q1 | $1.05M | Buy |
+22,640
| New | +$1.05M | 0.97% | 24 |
|