Avidian Wealth Enterprises’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
Q2 | – | Sell |
-9,022
| Closed | -$318K | – | 453 |
|
2023
Q1 | $318K | Sell |
9,022
-916
| -9% | -$32.3K | 0.02% | 370 |
|
2022
Q4 | $354K | Sell |
9,938
-12
| -0.1% | -$428 | 0.02% | 329 |
|
2022
Q3 | $356K | Sell |
9,950
-22
| -0.2% | -$787 | 0.03% | 292 |
|
2022
Q2 | $353K | Buy |
9,972
+4,025
| +68% | +$142K | 0.03% | 318 |
|
2022
Q1 | $225K | Buy |
+5,947
| New | +$225K | 0.01% | 427 |
|