Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-36,026
| Closed | -$1.5M | – | 146 |
|
|
2018
Q2 | $1.5M | Hold |
36,026
| – | – | 0.5% | 53 |
|
|
2018
Q1 | $1.5M | Hold |
36,026
| – | – | 0.49% | 53 |
|
|
2017
Q4 | $1.44M | Buy |
+36,026
| New | +$1.44M | 0.49% | 54 |
|
|
2015
Q1 | – | Sell |
-111
| Closed | -$5K | – | 232 |
|
|
2014
Q4 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 220 |
|