Shikiar Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,941
| Closed | -$392K | – | 84 |
|
|
2018
Q2 | $392K | Sell |
8,941
-76,135
| -89% | -$3.34M | 0.16% | 62 |
|
|
2018
Q1 | $3.7M | Sell |
85,076
-44,470
| -34% | -$1.93M | 1.68% | 20 |
|
|
2017
Q4 | $5.94M | Sell |
129,546
-11,910
| -8% | -$546K | 2.78% | 15 |
|
|
2017
Q3 | $6.37M | Buy |
141,456
+49,300
| +53% | +$2.22M | 2.77% | 12 |
|
|
2017
Q2 | $4.13M | Buy |
+92,156
| New | +$4.13M | 1.78% | 22 |
|