Starfire Investment Advisers’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $274K | Hold |
6,144
| – | – | 0.13% | 136 |
|
|
2020
Q1 | $271K | Sell |
6,144
-735
| -11% | -$32.4K | 0.15% | 120 |
|
|
2019
Q4 | $380K | Hold |
6,879
| – | – | 0.15% | 125 |
|
|
2019
Q3 | $374K | Buy |
6,879
+1,143
| +20% | +$62.1K | 0.15% | 118 |
|
|
2019
Q2 | $292K | Hold |
5,736
| – | – | 0.13% | 125 |
|
|
2019
Q1 | $268K | Hold |
5,736
| – | – | 0.12% | 133 |
|
|
2018
Q4 | $271K | Buy |
5,736
+1,756
| +44% | +$83K | 0.15% | 120 |
|
|
2018
Q3 | $449K | Sell |
3,980
-7,051
| -64% | -$795K | 0.22% | 82 |
|
|
2018
Q2 | $823K | Hold |
11,031
| – | – | 0.42% | 58 |
|
|
2018
Q1 | $853K | Buy |
+11,031
| New | +$853K | 0.44% | 54 |
|
|
2017
Q4 | – | Sell |
-8,817
| Closed | -$540K | – | 197 |
|
|
2017
Q3 | $540K | Buy |
8,817
+2
| +0% | +$122 | 0.33% | 65 |
|
|
2017
Q2 | $529K | Buy |
8,815
+1,988
| +29% | +$119K | 0.31% | 72 |
|
|
2017
Q1 | $293K | Hold |
6,827
| – | – | 0.16% | 111 |
|
|
2016
Q4 | $283K | Hold |
6,827
| – | – | 0.16% | 111 |
|
|
2016
Q3 | $289K | Buy |
6,827
+238
| +4% | +$10.1K | 0.17% | 109 |
|
|
2016
Q2 | $299K | Buy |
6,589
+13
| +0.2% | +$589 | 0.21% | 101 |
|
|
2016
Q1 | $305K | Hold |
6,576
| – | – | 0.2% | 102 |
|
|
2015
Q4 | $283K | Buy |
6,576
+28
| +0.4% | +$1.2K | 0.19% | 105 |
|
|
2015
Q3 | $263K | Buy |
6,548
+14
| +0.2% | +$562 | 0.19% | 110 |
|
|
2015
Q2 | $256K | Buy |
6,534
+13
| +0.2% | +$510 | 0.17% | 113 |
|
|
2015
Q1 | $264K | Buy |
+6,521
| New | +$264K | 0.17% | 110 |
|