Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-398
| Closed | -$16K | – | 347 |
|
|
2016
Q3 | $16K | Hold |
398
| – | – | 0.01% | 656 |
|
|
2016
Q2 | $14K | Hold |
398
| – | – | 0.01% | 671 |
|
|
2016
Q1 | $20K | Hold |
398
| – | – | 0.01% | 551 |
|
|
2015
Q4 | $20K | Hold |
398
| – | – | 0.01% | 579 |
|
|
2015
Q3 | $19K | Hold |
398
| – | – | 0.01% | 591 |
|
|
2015
Q2 | $17K | Hold |
398
| – | – | 0.01% | 647 |
|
|
2015
Q1 | $17K | Buy |
+398
| New | +$17K | 0.01% | 611 |
|