Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $20K | Hold |
537
| – | – | 0.01% | 351 |
|
|
2020
Q1 | $20K | Sell |
537
-1
| -0.2% | -$37 | 0.01% | 326 |
|
|
2019
Q4 | $27K | Buy |
538
+8
| +2% | +$401 | 0.01% | 324 |
|
|
2019
Q3 | $29K | Hold |
530
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $29K | Buy |
530
+6
| +1% | +$328 | 0.01% | 294 |
|
|
2019
Q1 | $27K | Buy |
524
+416
| +385% | +$21.4K | 0.01% | 303 |
|
|
2018
Q4 | $7K | Sell |
108
-12
| -10% | -$778 | ﹤0.01% | 428 |
|
|
2018
Q3 | $12K | Sell |
120
-397
| -77% | -$39.7K | ﹤0.01% | 389 |
|
|
2018
Q2 | $21K | Buy |
+517
| New | +$21K | 0.01% | 286 |
|