Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-275
| Closed | -$15K | – | 764 |
|
|
2019
Q3 | $15K | Buy |
+275
| New | +$15K | ﹤0.01% | 539 |
|
|
2018
Q2 | – | Sell |
-1,265
| Closed | -$53K | – | 831 |
|
|
2018
Q1 | $53K | Buy |
1,265
+1,143
| +937% | +$47.9K | 0.03% | 331 |
|
|
2017
Q4 | $5K | Hold |
122
| – | – | ﹤0.01% | 697 |
|
|
2017
Q3 | $5K | Sell |
122
-100
| -45% | -$4.1K | ﹤0.01% | 647 |
|
|
2017
Q2 | $9K | Hold |
222
| – | – | 0.01% | 568 |
|
|
2017
Q1 | $8K | Buy |
+222
| New | +$8K | ﹤0.01% | 607 |
|