US Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-568
| Closed | -$26K | – | 233 |
|
|
2016
Q1 | $26K | Sell |
568
-314
| -36% | -$14.4K | 0.05% | 134 |
|
|
2015
Q4 | $38K | Buy |
882
+188
| +27% | +$8.1K | 0.04% | 165 |
|
|
2015
Q3 | $28K | Buy |
694
+200
| +40% | +$8.07K | 0.05% | 173 |
|
|
2015
Q2 | $19K | Hold |
494
| – | – | 0.02% | 188 |
|
|
2015
Q1 | $20K | Hold |
494
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $21K | Buy |
+494
| New | +$21K | 0.02% | 180 |
|