USA Mutuals 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
Q3 | – | Sell |
-100
| Closed | -$5K | – | 90 |
|
|
2016
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 57 |
|
|
2015
Q4 | – | Sell |
-10,000
| Closed | -$401K | – | 214 |
|
|
2015
Q3 | $401K | Hold |
10,000
| – | – | 0.24% | 38 |
|
|
2015
Q2 | $392K | Hold |
10,000
| – | – | 0.21% | 38 |
|
|
2015
Q1 | $406K | Buy |
+10,000
| New | +$406K | 0.19% | 41 |
|
|
2013
Q3 | – | Sell |
-10,000
| Closed | -$401K | – | 55 |
|
|
2013
Q2 | $401K | Buy |
+10,000
| New | +$401K | 0.32% | 41 |
|