Sustainable Insight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,400
| Closed | -$303K | – | 93 |
|
|
2018
Q4 | $303K | Sell |
6,400
-36
| -0.6% | -$1.7K | 0.39% | 43 |
|
|
2018
Q3 | $297K | Buy |
6,436
+36
| +0.6% | +$1.66K | 0.19% | 44 |
|
|
2018
Q2 | $281K | Hold |
6,400
| – | – | 0.11% | 63 |
|
|
2018
Q1 | $278K | Sell |
6,400
-200
| -3% | -$8.69K | 0.11% | 66 |
|
|
2017
Q4 | $303K | Buy |
6,600
+1,700
| +35% | +$78K | 0.11% | 48 |
|
|
2017
Q3 | $221K | Hold |
4,900
| – | – | 0.1% | 40 |
|
|
2017
Q2 | $220K | Sell |
4,900
-12,800
| -72% | -$575K | 0.1% | 41 |
|
|
2017
Q1 | $752K | Buy |
+17,700
| New | +$752K | 0.37% | 40 |
|