Smith Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $302K | Buy |
6,111
+67
| +1% | +$3.31K | 0.19% | 66 |
|
|
2020
Q2 | $270K | Buy |
6,044
+98
| +2% | +$4.38K | 0.18% | 68 |
|
|
2020
Q1 | $263K | Hold |
5,946
| – | – | 0.2% | 66 |
|
|
2019
Q4 | $329K | Sell |
5,946
-500
| -8% | -$27.7K | 0.21% | 66 |
|
|
2019
Q3 | $351K | Sell |
6,446
-453
| -7% | -$24.7K | 0.26% | 60 |
|
|
2019
Q2 | $351K | Buy |
6,899
+2,302
| +50% | +$117K | 0.26% | 61 |
|
|
2019
Q1 | $215K | Buy |
+4,597
| New | +$215K | 0.17% | 72 |
|