Berman Capital Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Hold |
530
| – | – | ﹤0.01% | 978 |
|
|
2021
Q2 | $21K | Hold |
530
| – | – | ﹤0.01% | 880 |
|
|
2021
Q1 | $15K | Hold |
530
| – | – | ﹤0.01% | 887 |
|
|
2020
Q4 | $14K | Hold |
530
| – | – | ﹤0.01% | 781 |
|
|
2020
Q3 | $12K | Hold |
530
| – | – | ﹤0.01% | 739 |
|
|
2020
Q2 | $12K | Hold |
530
| – | – | ﹤0.01% | 686 |
|
|
2020
Q1 | $11K | Buy |
530
+50
| +10% | +$1.04K | ﹤0.01% | 637 |
|
|
2019
Q4 | $13K | Hold |
480
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $14K | Hold |
480
| – | – | ﹤0.01% | 611 |
|
|
2019
Q2 | $14K | Hold |
480
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $13K | Hold |
480
| – | – | ﹤0.01% | 573 |
|
|
2018
Q4 | $8K | Buy |
+480
| New | +$8K | ﹤0.01% | 552 |
|