TWA
Tillar-Wenstrup Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-18,902
| Closed | -$798K | – | 36 |
|
|
2014
Q4 | $798K | Sell |
18,902
-15,839
| -46% | -$669K | 0.77% | 35 |
|
|
2014
Q3 | $1.48M | Sell |
34,741
-486
| -1% | -$20.7K | 1.37% | 37 |
|
|
2014
Q2 | $1.49M | Buy |
35,227
+5,920
| +20% | +$251K | 1.2% | 40 |
|
|
2014
Q1 | $1.13M | Buy |
+29,307
| New | +$1.13M | 1.03% | 36 |
|