Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $90K | Buy |
2,661
+1,466
| +123% | +$49.6K | 0.01% | 470 |
|
|
2021
Q2 | $42K | Buy |
1,195
+907
| +315% | +$31.9K | 0.01% | 650 |
|
|
2021
Q1 | $9K | Sell |
288
-9
| -3% | -$281 | ﹤0.01% | 1062 |
|
|
2020
Q4 | $9K | Sell |
297
-27
| -8% | -$818 | ﹤0.01% | 954 |
|
|
2020
Q3 | $8K | Buy |
324
+27
| +9% | +$667 | ﹤0.01% | 874 |
|
|
2020
Q2 | $8K | Sell |
297
-3
| -1% | -$81 | ﹤0.01% | 839 |
|
|
2020
Q1 | $7K | Buy |
300
+199
| +197% | +$4.64K | ﹤0.01% | 778 |
|
|
2019
Q4 | $2K | Hold |
101
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 1205 |
|
|
2019
Q1 | $2K | Buy |
101
+87
| +621% | +$1.72K | ﹤0.01% | 1099 |
|
|
2018
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1196 |
|