JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-520
| Closed | -$16K | – | 415 |
|
|
2017
Q1 | $16K | Hold |
520
| – | – | ﹤0.01% | 323 |
|
|
2016
Q4 | $16K | Hold |
520
| – | – | ﹤0.01% | 323 |
|
|
2016
Q3 | $21K | Hold |
520
| – | – | 0.01% | 317 |
|
|
2016
Q2 | $19K | Hold |
520
| – | – | 0.01% | 327 |
|
|
2016
Q1 | $26K | Sell |
520
-518
| -50% | -$25.9K | 0.01% | 296 |
|
|
2015
Q4 | $51K | Buy |
+1,038
| New | +$51K | 0.01% | 248 |
|