MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-300
| Closed | -$5K | – | 179 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 384 |
|
|
2018
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 372 |
|
|
2017
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 349 |
|
|
2017
Q3 | $6K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2017
Q2 | $6K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2017
Q1 | $6K | Hold |
300
| – | – | 0.01% | 329 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 334 |
|
|
2016
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 343 |
|
|
2016
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 336 |
|
|
2016
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 322 |
|
|
2015
Q4 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 310 |
|