Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-562
| Closed | -$29K | – | 720 |
|
|
2019
Q1 | $29K | Sell |
562
-96
| -15% | -$4.95K | ﹤0.01% | 1120 |
|
|
2018
Q4 | $30K | Buy |
658
+35
| +6% | +$1.6K | ﹤0.01% | 1050 |
|
|
2018
Q3 | $28K | Buy |
623
+53
| +9% | +$2.38K | ﹤0.01% | 1172 |
|
|
2018
Q2 | $23K | Sell |
570
-41
| -7% | -$1.65K | ﹤0.01% | 1253 |
|
|
2018
Q1 | $25K | Buy |
611
+32
| +6% | +$1.31K | ﹤0.01% | 1222 |
|
|
2017
Q4 | $23K | Buy |
579
+59
| +11% | +$2.34K | ﹤0.01% | 1281 |
|
|
2017
Q3 | $22K | Buy |
520
+9
| +2% | +$381 | ﹤0.01% | 1266 |
|
|
2017
Q2 | $21K | Buy |
511
+24
| +5% | +$986 | ﹤0.01% | 1249 |
|
|
2017
Q1 | $18K | Buy |
487
+152
| +45% | +$5.62K | ﹤0.01% | 1117 |
|
|
2016
Q4 | $11K | Sell |
335
-13
| -4% | -$427 | ﹤0.01% | 1189 |
|
|
2016
Q3 | $14K | Sell |
348
-22
| -6% | -$885 | ﹤0.01% | 1163 |
|
|
2016
Q2 | $13K | Sell |
370
-38
| -9% | -$1.34K | ﹤0.01% | 1131 |
|
|
2016
Q1 | $21K | Buy |
408
+13
| +3% | +$669 | ﹤0.01% | 955 |
|
|
2015
Q4 | $19K | Buy |
+395
| New | +$19K | ﹤0.01% | 981 |
|