Disciplined Investments’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
Q3 | – | Sell |
-20
| Closed | -$1.27K | – | 402 |
|
|
2023
Q2 | $1.27K | Hold |
20
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $1.07K | Hold |
20
| – | – | ﹤0.01% | 927 |
|
|
2022
Q4 | $1.03K | Buy |
20
+10
| +100% | +$513 | ﹤0.01% | 894 |
|
|
2022
Q3 | $0 | Sell |
10
-10
| -50% | – | ﹤0.01% | 1288 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 851 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 907 |
|