Valeo Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,270	Closed	-$30K	–	1703
2020 Q3	$30K	Buy	1,270 +10	+0.8%	+$251	﹤0.01%	810
2020 Q2	$29K	Hold	1,260	–	–	﹤0.01%	927
2020 Q1	$32K	Sell	1,260 -250	-17%	-$6.23K	﹤0.01%	744
2019 Q4	$43K	Hold	1,510	–	–	﹤0.01%	704
2019 Q3	$46K	Hold	1,510	–	–	0.01%	633
2019 Q2	$45K	Sell	1,510 -1,200	-44%	-$37.6K	0.01%	635
2019 Q1	$78K	Buy	2,710 +700	+35%	+$16K	0.01%	461
2018 Q4	$36K	Buy	2,010 +10	+0.5%	+$185	0.01%	571
2018 Q3	$35K	Hold	2,000	–	–	﹤0.01%	622
2018 Q2	$33K	Hold	2,000	–	–	﹤0.01%	635
2018 Q1	$35K	Hold	2,000	–	–	0.01%	566
2017 Q4	$43K	Hold	2,000	–	–	0.01%	495
2017 Q3	$43K	Buy	+2,000	New	+$44.2K	0.01%	423