Winthrop Partners - WNY’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.44K | Buy |
+100
| New | +$5.44K | ﹤0.01% | 269 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$9.47K | – | 240 |
|
|
2018
Q4 | $9.47K | Hold |
200
| – | – | 0.01% | 201 |
|
|
2018
Q3 | $9.24K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2018
Q2 | $8.77K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $8.77K | Buy |
+200
| New | +$8.77K | 0.01% | 344 |
|