WealthTrust-Arizona’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 | $108K | Buy |
2,271
+11
| +0.5% | +$523 | 0.06% | 93 |
|
|
2018
Q3 | $104K | Buy |
2,260
+373
| +20% | +$17.2K | 0.05% | 96 |
|
|
2018
Q2 | $83K | Sell |
1,887
-1,907
| -50% | -$83.9K | 0.04% | 105 |
|
|
2018
Q1 | $165K | Hold |
3,794
| – | – | 0.09% | 70 |
|
|
2017
Q4 | $174K | Buy |
3,794
+4
| +0.1% | +$183 | 0.09% | 75 |
|
|
2017
Q3 | $171K | Buy |
3,790
+3
| +0.1% | +$135 | 0.09% | 72 |
|
|
2017
Q2 | $170K | Buy |
3,787
+2
| +0.1% | +$90 | 0.09% | 66 |
|
|
2017
Q1 | $161K | Hold |
3,785
| – | – | 0.09% | 70 |
|
|
2016
Q4 | $157K | Buy |
3,785
+5
| +0.1% | +$207 | 0.09% | 73 |
|
|
2016
Q3 | $160K | Buy |
3,780
+2
| +0.1% | +$85 | 0.1% | 77 |
|
|
2016
Q2 | $171K | Buy |
3,778
+2
| +0.1% | +$91 | 0.11% | 73 |
|
|
2016
Q1 | $175K | Sell |
3,776
-238
| -6% | -$11K | 0.11% | 65 |
|
|
2015
Q4 | $172K | Buy |
4,014
+4
| +0.1% | +$171 | 0.1% | 70 |
|
|
2015
Q3 | $161K | Buy |
4,010
+2
| +0% | +$80 | 0.1% | 71 |
|
|
2015
Q2 | $157K | Buy |
4,008
+2
| +0% | +$78 | 0.09% | 73 |
|
|
2015
Q1 | $162K | Buy |
4,006
+238
| +6% | +$9.63K | 0.1% | 71 |
|
|
2014
Q4 | $159K | Buy |
3,768
+4
| +0.1% | +$169 | 0.13% | 65 |
|
|
2014
Q3 | $161K | Buy |
3,764
+2
| +0.1% | +$86 | 0.18% | 69 |
|
|
2014
Q2 | $159K | Buy |
3,762
+1,002
| +36% | +$42.3K | 0.17% | 70 |
|
|
2014
Q1 | $107K | Hold |
2,760
| – | – | 0.12% | 93 |
|
|
2013
Q4 | $114K | Buy |
2,760
+3
| +0.1% | +$124 | 0.13% | 81 |
|
|
2013
Q3 | $104K | Buy |
2,757
+2
| +0.1% | +$75 | 0.13% | 88 |
|
|
2013
Q2 | $110K | Buy |
+2,755
| New | +$110K | 0.15% | 77 |
|