Gideon Capital Advisors’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 |
-8,583
| Closed | -$394K | – | 391 |
|
|
2018
Q4 | $394K | Buy |
8,583
+4,159
| +94% | +$191K | 0.16% | 202 |
|
|
2018
Q3 | $201K | Buy |
+4,424
| New | +$201K | 0.09% | 327 |
|
|
2017
Q2 | – | Sell |
-10,488
| Closed | -$395K | – | 268 |
|
|
2017
Q1 | $395K | Sell |
10,488
-9,376
| -47% | -$353K | 0.24% | 159 |
|
|
2016
Q4 | $624K | Buy |
+19,864
| New | +$624K | 0.4% | 48 |
|
|
2014
Q2 | – | Sell |
-11,521
| Closed | -$550K | – | 251 |
|
|
2014
Q1 | $550K | Buy |
+11,521
| New | +$550K | 0.3% | 111 |
|