GPS Wealth Strategies Group’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-630
| Closed | -$39.8K | – | 1287 |
|
2023
Q2 | $39.8K | Buy |
630
+10
| +2% | +$631 | 0.01% | 540 |
|
2023
Q1 | $33.4K | Buy |
+620
| New | +$33.4K | 0.01% | 578 |
|
2022
Q4 | – | Sell |
-620
| Closed | -$26K | – | 305 |
|
2022
Q3 | $26K | Hold |
620
| – | – | 0.01% | 557 |
|
2022
Q2 | $35K | Hold |
620
| – | – | 0.01% | 511 |
|
2022
Q1 | $31K | Buy |
620
+500
| +417% | +$25K | 0.01% | 509 |
|
2021
Q4 | $7K | Sell |
120
-280
| -70% | -$16.3K | ﹤0.01% | 797 |
|
2021
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 610 |
|
2021
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 634 |
|
2021
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 655 |
|