Baystate Wealth Management’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
Q4 | $4.03K | Buy |
60
+3
| +5% | +$202 | ﹤0.01% | 935 |
|
2023
Q3 | $3.6K | Hold |
57
| – | – | ﹤0.01% | 730 |
|
2023
Q2 | $3.71K | Buy |
57
+1
| +2% | +$65 | ﹤0.01% | 752 |
|
2023
Q1 | $3.37K | Hold |
56
| – | – | ﹤0.01% | 757 |
|
2022
Q4 | $3K | Buy |
56
+1
| +2% | +$54 | ﹤0.01% | 723 |
|
2022
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 734 |
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 701 |
|
2022
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 700 |
|
2021
Q4 | $3K | Buy |
55
+2
| +4% | +$109 | ﹤0.01% | 703 |
|
2021
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 636 |
|
2021
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 600 |
|
2021
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 548 |
|
2020
Q4 | $3K | Buy |
53
+1
| +2% | +$57 | ﹤0.01% | 514 |
|
2020
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 520 |
|
2020
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 526 |
|
2020
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 489 |
|
2019
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 477 |
|
2019
Q3 | $3K | Buy |
52
+1
| +2% | +$58 | ﹤0.01% | 452 |
|
2019
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 460 |
|
2019
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 465 |
|
2018
Q4 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 500 |
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 512 |
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 531 |
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 493 |
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 493 |
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 476 |
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 478 |
|
2017
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 450 |
|