Wealthspire Advisors (Maryland)’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-560
| Closed | -$16K | – | 782 |
|
|
2019
Q1 | $16K | Sell |
560
-60
| -10% | -$1.71K | ﹤0.01% | 1357 |
|
|
2018
Q4 | $11K | Buy |
620
+120
| +24% | +$2.13K | ﹤0.01% | 1418 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 1549 |
|
|
2018
Q2 | $7K | Sell |
500
-100
| -17% | -$1.4K | ﹤0.01% | 1650 |
|
|
2018
Q1 | $10K | Buy |
600
+580
| +2,900% | +$9.67K | ﹤0.01% | 1562 |
|
|
2017
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 2461 |
|
|
2017
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2288 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | – | – | 1739 |
|
|
2016
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1705 |
|
|
2016
Q1 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1754 |
|