Evolution Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-800
| Closed | -$19K | – | 588 |
|
|
2020
Q3 | $19K | Buy |
800
+50
| +7% | +$1.19K | 0.01% | 269 |
|
|
2020
Q2 | $17K | Hold |
750
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $16K | Buy |
750
+150
| +25% | +$3.2K | 0.01% | 165 |
|
|
2019
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 241 |
|
|
2019
Q3 | $18K | Buy |
600
+100
| +20% | +$3K | 0.01% | 104 |
|
|
2019
Q2 | $15K | Buy |
+500
| New | +$15K | 0.01% | 145 |
|