Patriot Financial Group Insurance Agency’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
Q4 | – | Sell |
-21
| Closed | -$1K | – | 1858 |
|
|
2020
Q3 | $1K | Buy |
21
+3
| +17% | +$143 | ﹤0.01% | 1526 |
|
|
2020
Q2 | $1K | Sell |
18
-102
| -85% | -$5.67K | ﹤0.01% | 1488 |
|
|
2020
Q1 | $5K | Buy |
120
+16
| +15% | +$667 | ﹤0.01% | 1052 |
|
|
2019
Q4 | $5K | Buy |
104
+1
| +1% | +$48 | ﹤0.01% | 969 |
|
|
2019
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 887 |
|
|
2019
Q2 | $6K | Buy |
103
+2
| +2% | +$117 | ﹤0.01% | 891 |
|
|
2019
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 838 |
|
|
2018
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 726 |
|
|
2018
Q3 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 724 |
|
|
2018
Q2 | $4K | Sell |
100
-890
| -90% | -$35.6K | ﹤0.01% | 497 |
|
|
2018
Q1 | $40K | Buy |
+990
| New | +$40K | 0.03% | 352 |
|