SYSTM Wealth Solutions’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,245
| Closed | -$164K | – | 182 |
|
|
2024
Q2 | $164K | Sell |
2,245
-7,659
| -77% | -$558K | 0.04% | 203 |
|
|
2024
Q1 | $693K | Sell |
9,904
-215
| -2% | -$15K | 0.09% | 247 |
|
|
2023
Q4 | $675K | Sell |
10,119
-366
| -3% | -$24.4K | 0.09% | 241 |
|
|
2023
Q3 | $655K | Sell |
10,485
-340
| -3% | -$21.2K | 0.1% | 238 |
|
|
2023
Q2 | $697K | Sell |
10,825
-8
| -0.1% | -$515 | 0.09% | 265 |
|
|
2023
Q1 | $641K | Buy |
10,833
+2,957
| +38% | +$175K | 0.1% | 254 |
|
|
2022
Q4 | $436K | Buy |
+7,876
| New | +$436K | 0.05% | 365 |
|