Watermark Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $39K | Hold |
828
| – | – | 0.02% | 103 |
|
2018
Q3 | $38K | Hold |
828
| – | – | 0.02% | 107 |
|
2018
Q2 | $36K | Hold |
828
| – | – | 0.02% | 107 |
|
2018
Q1 | $36K | Hold |
828
| – | – | 0.01% | 110 |
|
2017
Q4 | $38K | Hold |
828
| – | – | 0.02% | 109 |
|
2017
Q3 | $37K | Hold |
828
| – | – | 0.02% | 110 |
|
2017
Q2 | $37K | Hold |
828
| – | – | 0.02% | 108 |
|
2017
Q1 | $35K | Buy |
+828
| New | +$35K | 0.02% | 110 |
|