BerganKDV 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-96
| Closed | -$4K | – | 970 |
|
2020
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 600 |
|
2019
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 610 |
|
2019
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 554 |
|
2019
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 579 |
|
2019
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 585 |
|
2018
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 557 |
|