Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,000
| Closed | -$750K | – | 172 |
|
|
2018
Q1 | $750K | Hold |
18,000
| – | – | 0.2% | 95 |
|
|
2017
Q4 | $717K | Hold |
18,000
| – | – | 0.18% | 96 |
|
|
2017
Q3 | $749K | Sell |
18,000
-21,900
| -55% | -$911K | 0.18% | 92 |
|
|
2017
Q2 | $1.62M | Sell |
39,900
-42,309
| -51% | -$1.72M | 0.45% | 50 |
|
|
2017
Q1 | $3.1M | Sell |
82,209
-3,267
| -4% | -$123K | 0.75% | 40 |
|
|
2016
Q4 | $2.68M | Buy |
85,476
+67,476
| +375% | +$2.12M | 0.73% | 34 |
|
|
2016
Q3 | $718K | Sell |
18,000
-200
| -1% | -$7.98K | 0.15% | 99 |
|
|
2016
Q2 | $650K | Buy |
+18,200
| New | +$650K | 0.18% | 80 |
|