Vantage Financial Partners (Illinois)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,812
| Closed | -$652K | – | 78 |
|
|
2019
Q2 | $652K | Buy |
12,812
+400
| +3% | +$20.4K | 0.42% | 35 |
|
|
2019
Q1 | $582K | Buy |
12,412
+600
| +5% | +$28.1K | 0.38% | 38 |
|
|
2018
Q4 | $559K | Sell |
11,812
-700
| -6% | -$33.1K | 0.41% | 38 |
|
|
2018
Q3 | $578K | Hold |
12,512
| – | – | 0.37% | 40 |
|
|
2018
Q2 | $549K | Buy |
12,512
+1,000
| +9% | +$43.9K | 0.36% | 41 |
|
|
2018
Q1 | $500K | Hold |
11,512
| – | – | 0.34% | 40 |
|
|
2017
Q4 | $530K | Hold |
11,512
| – | – | 0.35% | 39 |
|
|
2017
Q3 | $522K | Buy |
11,512
+1,600
| +16% | +$72.6K | 0.37% | 38 |
|
|
2017
Q2 | $443K | Buy |
9,912
+1,251
| +14% | +$55.9K | 0.31% | 42 |
|
|
2017
Q1 | $272K | Buy |
+8,661
| New | +$272K | 0.19% | 43 |
|