TAIM
TD Ameritrade Investment Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-132
| Closed | -$9K | – | 73 |
|
|
2023
Q2 | $9K | Hold |
132
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $8K | Hold |
132
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $7K | Sell |
132
-120
| -48% | -$6.36K | ﹤0.01% | 414 |
|
|
2022
Q3 | $11K | Hold |
252
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $13K | Sell |
252
-24
| -9% | -$1.24K | ﹤0.01% | 409 |
|
|
2022
Q1 | $13K | Buy |
276
+24
| +10% | +$1.13K | ﹤0.01% | 463 |
|
|
2021
Q4 | $14K | Sell |
252
-274
| -52% | -$15.2K | ﹤0.01% | 447 |
|
|
2021
Q3 | $20K | Buy |
526
+232
| +79% | +$8.82K | ﹤0.01% | 391 |
|
|
2021
Q2 | $17K | Sell |
294
-27
| -8% | -$1.56K | ﹤0.01% | 409 |
|
|
2021
Q1 | $16K | Hold |
321
| – | – | ﹤0.01% | 422 |
|
|
2020
Q4 | $16K | Sell |
321
-205
| -39% | -$10.2K | ﹤0.01% | 422 |
|
|
2020
Q3 | $20K | Buy |
526
+18
| +4% | +$684 | ﹤0.01% | 391 |
|
|
2020
Q2 | $19K | Buy |
508
+7
| +1% | +$262 | ﹤0.01% | 378 |
|
|
2020
Q1 | $19K | Buy |
501
+148
| +42% | +$5.61K | ﹤0.01% | 360 |
|
|
2019
Q4 | $18K | Buy |
353
+237
| +204% | +$12.1K | ﹤0.01% | 397 |
|
|
2019
Q3 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 492 |
|