Bailard’s Coca-Cola Consolidated COKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,460
Closed -$220K 730
2023
Q3
$220K Sell
3,460
-1,540
-31% -$98K 0.01% 640
2023
Q2
$318K Buy
+5,000
New +$318K 0.01% 496