Charter Oak Capital Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$11K | – | 289 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2022
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
|
2021
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 594 |
|