Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$7K | – | 166 |
|
|
2020
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 304 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$9K | – | 167 |
|
|
2019
Q4 | $9K | Hold |
300
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $9K | Hold |
300
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $9K | Hold |
300
| – | – | 0.01% | 297 |
|
|
2019
Q1 | $9K | Hold |
300
| – | – | 0.01% | 294 |
|
|
2018
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 318 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 321 |
|
|
2018
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 323 |
|
|
2018
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 324 |
|
|
2017
Q4 | $6K | Buy |
+300
| New | +$6K | 0.01% | 318 |
|