SWM
Selective Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-112
| Closed | -$5K | – | 207 |
|
|
2022
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $6K | Hold |
112
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $7K | Hold |
112
| – | – | 0.01% | 382 |
|
|
2021
Q1 | $6K | Hold |
112
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 276 |
|
|
2020
Q3 | $4K | Sell |
112
-49
| -30% | -$1.75K | ﹤0.01% | 250 |
|
|
2020
Q2 | $6K | Buy |
161
+112
| +229% | +$4.17K | 0.01% | 277 |
|
|
2020
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 271 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 281 |
|
|
2019
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 259 |
|