Boston Financial 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
Q1 | – | Sell |
-12,100
| Closed | -$616K | – | 268 |
|
|
2019
Q4 | $616K | Sell |
12,100
-1,700
| -12% | -$86.5K | 0.03% | 154 |
|
|
2019
Q3 | $765K | Hold |
13,800
| – | – | 0.04% | 148 |
|
|
2019
Q2 | $780K | Sell |
13,800
-1,400
| -9% | -$79.1K | 0.05% | 149 |
|
|
2019
Q1 | $786K | Sell |
15,200
-4,374
| -22% | -$226K | 0.05% | 151 |
|
|
2018
Q4 | $897K | Sell |
19,574
-10,000
| -34% | -$458K | 0.06% | 145 |
|
|
2018
Q3 | $1.35M | Buy |
+29,574
| New | +$1.35M | 0.08% | 145 |
|