Smart Portfolios LLC’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-12,352
| Closed | -$579K | – | 130 |
|
2019
Q1 | $579K | Buy |
12,352
+11,516
| +1,378% | +$540K | 0.49% | 23 |
|
2018
Q4 | $40K | Sell |
836
-28
| -3% | -$1.34K | 0.03% | 94 |
|
2018
Q3 | $40K | Buy |
864
+28
| +3% | +$1.3K | 0.02% | 91 |
|
2018
Q2 | $37K | Hold |
836
| – | – | 0.02% | 92 |
|
2018
Q1 | $36K | Buy |
+836
| New | +$36K | 0.02% | 87 |
|