B. Riley Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,697
| Closed | -$303K | – | 1512 |
|
|
2023
Q2 | $303K | Sell |
4,697
-358
| -7% | -$23.1K | 0.01% | 1118 |
|
|
2023
Q1 | $299K | Sell |
5,055
-3,686
| -42% | -$218K | 0.01% | 1070 |
|
|
2022
Q4 | $484K | Buy |
+8,741
| New | +$484K | 0.01% | 799 |
|
|
2022
Q3 | – | Sell |
-10,038
| Closed | -$519K | – | 1463 |
|
|
2022
Q2 | $519K | Sell |
10,038
-586
| -6% | -$30.3K | 0.02% | 643 |
|
|
2022
Q1 | $517K | Buy |
10,624
+74
| +0.7% | +$3.6K | 0.02% | 731 |
|
|
2021
Q4 | $591K | Buy |
10,550
+17
| +0.2% | +$952 | 0.02% | 727 |
|
|
2021
Q3 | $601K | Hold |
10,533
| – | – | 0.02% | 699 |
|
|
2021
Q2 | $593K | Buy |
10,533
+2,063
| +24% | +$116K | 0.02% | 687 |
|
|
2021
Q1 | $437K | Buy |
+8,470
| New | +$437K | 0.02% | 802 |
|