Financial Architects (New Jersey)’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-300
| Closed | -$14K | – | 1299 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 807 |
|
|
2018
Q3 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 876 |
|
|
2016
Q3 | – | Sell |
-34
| Closed | -$1K | – | 1396 |
|
|
2016
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1346 |
|
|
2016
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 995 |
|
|
2015
Q3 | – | Sell |
-192
| Closed | -$8K | – | 311 |
|
|
2015
Q2 | $8K | Hold |
192
| – | – | ﹤0.01% | 810 |
|
|
2015
Q1 | $8K | Buy |
192
+142
| +284% | +$5.92K | ﹤0.01% | 752 |
|
|
2014
Q4 | $2K | Buy |
50
+16
| +47% | +$640 | ﹤0.01% | 899 |
|
|
2014
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 805 |
|
|
2014
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 815 |
|