One 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,094
| Closed | -$60.5K | – | 260 |
|
2022
Q4 | $60.5K | Buy |
+1,094
| New | +$60.5K | 0.01% | 374 |
|
2019
Q2 | – | Sell |
-164
| Closed | -$8K | – | 175 |
|
2019
Q1 | $8K | Buy |
+164
| New | +$8K | 0.01% | 332 |
|
2018
Q4 | – | Sell |
-122
| Closed | -$6K | – | 163 |
|
2018
Q3 | $6K | Buy |
122
+20
| +20% | +$984 | ﹤0.01% | 369 |
|
2018
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 417 |
|
2018
Q1 | $4K | Buy |
102
+1
| +1% | +$39 | ﹤0.01% | 389 |
|
2017
Q4 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 438 |
|