PFG Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-750
| Closed | -$47.7K | – | 304 |
|
|
2023
Q2 | $47.7K | Hold |
750
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $40.1K | Hold |
750
| – | – | 0.03% | 156 |
|
|
2022
Q4 | $38K | Hold |
750
| – | – | 0.02% | 151 |
|
|
2022
Q3 | $31K | Hold |
750
| – | – | 0.02% | 152 |
|
|
2022
Q2 | $42K | Hold |
750
| – | – | 0.02% | 157 |
|
|
2022
Q1 | $37K | Hold |
750
| – | – | 0.02% | 160 |
|
|
2021
Q4 | $46K | Hold |
750
| – | – | 0.02% | 157 |
|
|
2021
Q3 | $30K | Buy |
+750
| New | +$30K | 0.02% | 162 |
|