Liberty Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-800
| Closed | -$35K | – | 340 |
|
|
2021
Q3 | $35K | Buy |
800
+530
| +196% | +$23.2K | 0.01% | 495 |
|
|
2021
Q2 | $11K | Hold |
270
| – | – | ﹤0.01% | 627 |
|
|
2021
Q1 | $7K | Hold |
270
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $7K | Buy |
270
+20
| +8% | +$519 | ﹤0.01% | 645 |
|
|
2020
Q3 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 592 |
|