TCI Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-290
| Closed | -$15.5K | – | 629 |
|
|
2023
Q1 | $15.5K | Sell |
290
-10
| -3% | -$535 | ﹤0.01% | 838 |
|
|
2022
Q4 | $15.4K | Hold |
300
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $12K | Sell |
300
-50
| -14% | -$2K | ﹤0.01% | 897 |
|
|
2022
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $17K | Buy |
350
+50
| +17% | +$2.43K | ﹤0.01% | 760 |
|
|
2021
Q4 | $19K | Buy |
300
+10
| +3% | +$633 | ﹤0.01% | 731 |
|
|
2021
Q3 | $11K | Buy |
290
+140
| +93% | +$5.31K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $6K | Buy |
150
+60
| +67% | +$2.4K | ﹤0.01% | 1271 |
|
|
2021
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q4 | $2K | Buy |
90
+40
| +80% | +$889 | ﹤0.01% | 1172 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1201 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1549 |
|
|
2019
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1247 |
|