Winifred I. Li’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $270K | Buy |
6,397
+499
| +8% | +$21.1K | 0.26% | 91 |
|
|
2014
Q3 | $252K | Hold |
5,898
| – | – | 0.24% | 94 |
|
|
2014
Q2 | $250K | Sell |
5,898
-576
| -9% | -$24.4K | 0.21% | 114 |
|
|
2014
Q1 | $250K | Sell |
6,474
-2,250
| -26% | -$86.9K | 0.22% | 117 |
|
|
2013
Q4 | $361K | Sell |
8,724
-10
| -0.1% | -$414 | 0.31% | 99 |
|
|
2013
Q3 | $330K | Sell |
8,734
-6,120
| -41% | -$231K | 0.31% | 101 |
|
|
2013
Q2 | $596K | Buy |
+14,854
| New | +$596K | 0.55% | 58 |
|