Tirschwell & Loewy’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 |
-5,810
| Closed | -$275K | – | 69 |
|
|
2018
Q4 | $275K | Sell |
5,810
-1,475
| -20% | -$69.8K | 0.04% | 65 |
|
|
2018
Q3 | $336K | Sell |
7,285
-4,100
| -36% | -$189K | 0.04% | 63 |
|
|
2018
Q2 | $499K | Hold |
11,385
| – | – | 0.07% | 64 |
|
|
2018
Q1 | $494K | Sell |
11,385
-25
| -0.2% | -$1.09K | 0.07% | 68 |
|
|
2017
Q4 | $523K | Buy |
11,410
+25
| +0.2% | +$1.15K | 0.07% | 68 |
|
|
2017
Q3 | $512K | Sell |
11,385
-400
| -3% | -$18K | 0.08% | 68 |
|
|
2017
Q2 | $529K | Sell |
11,785
-2,365
| -17% | -$106K | 0.08% | 70 |
|
|
2017
Q1 | $601K | Sell |
14,150
-19,525
| -58% | -$829K | 0.1% | 66 |
|
|
2016
Q4 | $1.4M | Buy |
33,675
+25
| +0.1% | +$1.04K | 0.25% | 54 |
|
|
2016
Q3 | $1.42M | Sell |
33,650
-2,000
| -6% | -$84.6K | 0.24% | 57 |
|
|
2016
Q2 | $1.62M | Sell |
35,650
-1,710
| -5% | -$77.5K | 0.28% | 55 |
|
|
2016
Q1 | $1.73M | Sell |
37,360
-300
| -0.8% | -$13.9K | 0.3% | 55 |
|
|
2015
Q4 | $1.62M | Hold |
37,660
| – | – | 0.29% | 54 |
|
|
2015
Q3 | $1.51M | Sell |
37,660
-1,240
| -3% | -$49.8K | 0.28% | 54 |
|
|
2015
Q2 | $1.53M | Hold |
38,900
| – | – | 0.26% | 54 |
|
|
2015
Q1 | $1.58M | Hold |
38,900
| – | – | 0.26% | 54 |
|
|
2014
Q4 | $1.64M | Hold |
38,900
| – | – | 0.27% | 54 |
|
|
2014
Q3 | $1.66M | Hold |
38,900
| – | – | 0.28% | 50 |
|
|
2014
Q2 | $1.65M | Hold |
38,900
| – | – | 0.27% | 51 |
|
|
2014
Q1 | $1.5M | Hold |
38,900
| – | – | 0.26% | 52 |
|
|
2013
Q4 | $1.61M | Hold |
38,900
| – | – | 0.28% | 51 |
|
|
2013
Q3 | $1.47M | Hold |
38,900
| – | – | 0.29% | 53 |
|
|
2013
Q2 | $1.56M | Buy |
+38,900
| New | +$1.56M | 0.33% | 53 |
|