EWM
Evermay Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26
| Closed | -$2.05K | – | 581 |
|
|
2024
Q3 | $2.05K | Hold |
26
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $1.9K | Hold |
26
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $1.82K | Hold |
26
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $1.74K | Hold |
26
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $1.63K | Hold |
26
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $1.68K | Buy |
+26
| New | +$1.68K | ﹤0.01% | 496 |
|