Addison Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21
| Closed | -$749 | – | 715 |
|
|
2022
Q4 | $749 | Sell |
21
-23
| -52% | -$820 | ﹤0.01% | 645 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $2K | Buy |
44
+8
| +22% | +$364 | ﹤0.01% | 547 |
|
|
2022
Q1 | $1K | Buy |
36
+18
| +100% | +$500 | ﹤0.01% | 648 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 600 |
|