Institute for Wealth Management’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
2022 Q3	–	Sell	-6,362	Closed	-$328K	–	468
2022 Q2	$328K	Hold	6,362	–	–	0.06%	369
2022 Q1	$309K	Buy	+6,362	New	+$309K	0.05%	414
2019 Q3	–	Sell	-3,567	Closed	-$202K	–	427
2019 Q2	$202K	Buy	+3,567	New	+$202K	0.04%	435