TWA
TCI Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-65
| Closed | -$3K | – | 1452 |
|
2018
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 891 |
|
2018
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 917 |
|
2018
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 830 |
|
2017
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 887 |
|
2017
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 829 |
|
2017
Q2 | $3K | Buy |
65
+33
| +103% | +$1.52K | ﹤0.01% | 858 |
|
2017
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1057 |
|
2016
Q4 | $1K | Sell |
32
-87
| -73% | -$2.72K | ﹤0.01% | 1136 |
|
2016
Q3 | $5K | Hold |
119
| – | – | ﹤0.01% | 717 |
|
2016
Q2 | $4K | Sell |
119
-325
| -73% | -$10.9K | ﹤0.01% | 755 |
|
2016
Q1 | $23K | Buy |
444
+379
| +583% | +$19.6K | 0.01% | 411 |
|
2015
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 785 |
|
2015
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 712 |
|
2015
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 719 |
|
2015
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 651 |
|
2014
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 643 |
|
2014
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 648 |
|
2014
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 674 |
|
2014
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 633 |
|
2013
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 635 |
|
2013
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 558 |
|
2013
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 566 |
|