Welch Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $159K | Buy |
3,455
+100
| +3% | +$4.6K | 0.1% | 44 |
|
|
2017
Q3 | $151K | Sell |
3,355
-142
| -4% | -$6.39K | 0.1% | 43 |
|
|
2017
Q2 | $157K | Hold |
3,497
| – | – | 0.12% | 42 |
|
|
2017
Q1 | $148K | Buy |
3,497
+733
| +27% | +$31K | 0.12% | 42 |
|
|
2016
Q4 | $115K | Buy |
+2,764
| New | +$115K | 0.1% | 44 |
|