Envestnet Portfolio Solutions’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,310	Closed	-$307K	–	1610
2023 Q4	$307K	Sell	3,310 -150	-4%	-$13.9K	﹤0.01%	1277
2023 Q3	$220K	Buy	+3,460	New	+$220K	﹤0.01%	1392