Trees Investment Counsel’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,700
| Closed | -$201K | – | 57 |
|
|
2014
Q3 | $201K | Sell |
4,700
-300
| -6% | -$12.8K | 0.16% | 56 |
|
|
2014
Q2 | $212K | Buy |
+5,000
| New | +$212K | 0.17% | 56 |
|
|
2014
Q1 | – | Sell |
-5,300
| Closed | -$219K | – | 58 |
|
|
2013
Q4 | $219K | Sell |
5,300
-100
| -2% | -$4.13K | 0.17% | 55 |
|
|
2013
Q3 | $205K | Sell |
5,400
-200
| -4% | -$7.59K | 0.18% | 55 |
|
|
2013
Q2 | $225K | Buy |
+5,600
| New | +$225K | 0.21% | 53 |
|