Concord Wealth Partners’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | -$250 | – | 857 |
|
|
2023
Q3 | – | Hold |
0
| – | -$250 | – | 1008 |
|
|
2023
Q2 | – | Hold |
0
| – | -$210 | – | 1014 |
|
|
2023
Q1 | – | Hold |
0
| – | -$200 | – | 961 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1205 |
|
|
2022
Q3 | – | Sell |
-1,090
| Closed | -$62K | – | 336 |
|
|
2022
Q2 | $62K | Hold |
1,090
| – | – | 0.02% | 331 |
|
|
2022
Q1 | $54K | Hold |
1,090
| – | – | 0.01% | 417 |
|
|
2021
Q4 | $68K | Buy |
+1,090
| New | +$68K | 0.02% | 389 |
|