Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-335
| Closed | -$10.3K | – | 910 |
|
|
2024
Q1 | $10.3K | Buy |
+335
| New | +$10.3K | ﹤0.01% | 590 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$158 | – | 932 |
|
|
2023
Q3 | $158 | Buy |
+5
| New | +$158 | ﹤0.01% | 879 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$642 | – | 923 |
|
|
2022
Q4 | $642 | Buy |
+18
| New | +$642 | ﹤0.01% | 824 |
|