Castleview Partners’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-30
| Closed | -$1K | – | 741 |
|
2024
Q2 | $1K | Sell |
30
-14
| -32% | -$468 | ﹤0.01% | 809 |
|
2024
Q1 | $1.35K | Sell |
44
-4
| -8% | -$123 | ﹤0.01% | 772 |
|
2023
Q4 | $1.6K | Sell |
48
-14
| -23% | -$466 | ﹤0.01% | 723 |
|
2023
Q3 | $1.96K | Sell |
62
-21
| -25% | -$663 | ﹤0.01% | 558 |
|
2023
Q2 | $2.6K | Buy |
83
+1
| +1% | +$31 | ﹤0.01% | 562 |
|
2023
Q1 | $2.89K | Buy |
82
+50
| +156% | +$1.76K | ﹤0.01% | 548 |
|
2022
Q4 | $1.14K | Sell |
32
-12
| -27% | -$428 | ﹤0.01% | 542 |
|
2022
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 532 |
|