Curi Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,197
| Closed | -$113K | – | 459 |
|
|
2022
Q2 | $113K | Buy |
3,197
+303
| +10% | +$10.7K | 0.02% | 164 |
|
|
2022
Q1 | $109K | Buy |
2,894
+2,200
| +317% | +$82.9K | 0.02% | 153 |
|
|
2021
Q4 | $25K | Buy |
+694
| New | +$25K | ﹤0.01% | 228 |
|
|
2021
Q1 | – | Sell |
-694
| Closed | -$22K | – | 296 |
|
|
2020
Q4 | $22K | Buy |
+694
| New | +$22K | 0.02% | 199 |
|