AllSquare Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
0
| – | – | – | 508 |
|
|
2021
Q1 | – | Sell |
-1,363
| Closed | -$44K | – | 500 |
|
|
2020
Q4 | $44K | Buy |
1,363
+303
| +29% | +$9.78K | 0.03% | 212 |
|
|
2020
Q3 | $29K | Buy |
+1,060
| New | +$29K | 0.02% | 241 |
|
|
2018
Q2 | – | Sell |
-197
| Closed | -$23K | – | 505 |
|
|
2018
Q1 | $23K | Sell |
197
-75
| -28% | -$8.76K | 0.02% | 225 |
|
|
2017
Q4 | $26K | Sell |
272
-13
| -5% | -$1.24K | 0.02% | 212 |
|
|
2017
Q3 | $25K | Buy |
+285
| New | +$25K | 0.02% | 210 |
|
|
2017
Q2 | – | Sell |
-285
| Closed | -$28K | – | 295 |
|
|
2017
Q1 | $28K | Buy |
+285
| New | +$28K | 0.02% | 188 |
|