Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,270
| Closed | -$30K | – | 1666 |
|
|
2020
Q3 | $30K | Buy |
1,270
+10
| +0.8% | +$236 | ﹤0.01% | 782 |
|
|
2020
Q2 | $29K | Hold |
1,260
| – | – | ﹤0.01% | 879 |
|
|
2020
Q1 | $32K | Sell |
1,260
-250
| -17% | -$6.35K | ﹤0.01% | 719 |
|
|
2019
Q4 | $43K | Hold |
1,510
| – | – | ﹤0.01% | 695 |
|
|
2019
Q3 | $46K | Hold |
1,510
| – | – | 0.01% | 627 |
|
|
2019
Q2 | $45K | Sell |
1,510
-1,200
| -44% | -$35.8K | 0.01% | 634 |
|
|
2019
Q1 | $78K | Buy |
2,710
+700
| +35% | +$20.1K | 0.01% | 459 |
|
|
2018
Q4 | $36K | Buy |
2,010
+10
| +0.5% | +$179 | 0.01% | 566 |
|
|
2018
Q3 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 615 |
|
|
2018
Q2 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 630 |
|
|
2018
Q1 | $35K | Hold |
2,000
| – | – | 0.01% | 564 |
|
|
2017
Q4 | $43K | Hold |
2,000
| – | – | 0.01% | 495 |
|
|
2017
Q3 | $43K | Buy |
+2,000
| New | +$43K | 0.01% | 421 |
|