WFG Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $252K | Buy |
11,000
+1,000
| +10% | +$22.9K | 0.06% | 319 |
|
|
2017
Q1 | $206K | Sell |
10,000
-3,000
| -23% | -$61.8K | 0.05% | 326 |
|
|
2016
Q4 | $233K | Sell |
13,000
-1,000
| -7% | -$17.9K | 0.06% | 338 |
|
|
2016
Q3 | $207K | Sell |
14,000
-500
| -3% | -$7.39K | 0.05% | 362 |
|
|
2016
Q2 | $214K | Buy |
14,500
+1,500
| +12% | +$22.1K | 0.06% | 320 |
|
|
2016
Q1 | $208K | Sell |
13,000
-1,500
| -10% | -$24K | 0.06% | 294 |
|
|
2015
Q4 | $265K | Sell |
14,500
-7,000
| -33% | -$128K | 0.08% | 240 |
|
|
2015
Q3 | $416K | Sell |
21,500
-4,500
| -17% | -$87.1K | 0.13% | 173 |
|
|
2015
Q2 | $393K | Sell |
26,000
-2,000
| -7% | -$30.2K | 0.11% | 202 |
|
|
2015
Q1 | $317K | Buy |
28,000
+3,000
| +12% | +$34K | 0.09% | 243 |
|
|
2014
Q4 | $220K | Buy |
25,000
+8,000
| +47% | +$70.4K | 0.04% | 398 |
|
|
2014
Q3 | $127K | Buy |
17,000
+6,000
| +55% | +$44.8K | 0.02% | 578 |
|
|
2014
Q2 | $81K | Buy |
11,000
+9,000
| +450% | +$66.3K | 0.02% | 726 |
|
|
2014
Q1 | $17K | Buy |
+2,000
| New | +$17K | ﹤0.01% | 1291 |
|