SHJ
Sharkey, Howes & Javer’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-800
| Closed | -$41K | – | 117 |
|
2019
Q2 | $41K | Hold |
800
| – | – | 0.02% | 116 |
|
2019
Q1 | $37K | Hold |
800
| – | – | 0.02% | 118 |
|
2018
Q4 | $38K | Hold |
800
| – | – | 0.02% | 111 |
|
2018
Q3 | $37K | Hold |
800
| – | – | 0.02% | 119 |
|
2018
Q2 | $35K | Hold |
800
| – | – | 0.02% | 114 |
|
2018
Q1 | $34K | Hold |
800
| – | – | 0.02% | 104 |
|
2017
Q4 | $37K | Hold |
800
| – | – | 0.02% | 100 |
|
2017
Q3 | $37K | Hold |
800
| – | – | 0.02% | 98 |
|
2017
Q2 | $36K | Sell |
800
-112
| -12% | -$5.04K | 0.02% | 98 |
|
2017
Q1 | $39K | Hold |
912
| – | – | 0.02% | 107 |
|
2016
Q4 | $38K | Hold |
912
| – | – | 0.02% | 112 |
|
2016
Q3 | $39K | Hold |
912
| – | – | 0.02% | 105 |
|
2016
Q2 | $41K | Hold |
912
| – | – | 0.03% | 100 |
|
2016
Q1 | $42K | Sell |
912
-200
| -18% | -$9.21K | 0.03% | 100 |
|
2015
Q4 | $48K | Hold |
1,112
| – | – | 0.03% | 97 |
|
2015
Q3 | $42K | Sell |
1,112
-200
| -15% | -$7.55K | 0.03% | 104 |
|
2015
Q2 | $51K | Hold |
1,312
| – | – | 0.04% | 72 |
|
2015
Q1 | $53K | Buy |
+1,312
| New | +$53K | 0.03% | 87 |
|