CreativeOne Wealth’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 Q1	–	Sell	-14,362	Closed	-$512K	–	815
2022 Q4	$512K	Buy	14,362 +249	+2%	+$8.88K	0.03%	426
2022 Q3	$506K	Buy	+14,113	New	+$506K	0.03%	401