Valeo Financial Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-33
| Closed | -$2K | – | 656 |
|
|
2021
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1685 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$3K | – | 1963 |
|
|
2020
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 1351 |
|
|
2019
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q2 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 1242 |
|
|
2018
Q2 | – | Sell |
-404
| Closed | -$17K | – | 1620 |
|
|
2018
Q1 | $17K | Buy |
404
+41
| +11% | +$1.73K | ﹤0.01% | 748 |
|
|
2017
Q4 | $14K | Hold |
363
| – | – | ﹤0.01% | 743 |
|
|
2017
Q3 | $15K | Buy |
+363
| New | +$15K | ﹤0.01% | 605 |
|