Destiny Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,096
| Closed | -$216K | – | 605 |
|
2022
Q2 | $216K | Buy |
+6,096
| New | +$216K | 0.05% | 177 |
|
2022
Q1 | – | Sell |
-1,950
| Closed | -$72K | – | 580 |
|
2021
Q4 | $72K | Buy |
1,950
+118
| +6% | +$4.36K | 0.01% | 266 |
|
2021
Q3 | $63K | Buy |
+1,832
| New | +$63K | 0.01% | 248 |
|
2021
Q2 | – | Sell |
-1,468
| Closed | -$50K | – | 348 |
|
2021
Q1 | $50K | Sell |
1,468
-8,259
| -85% | -$281K | 0.01% | 265 |
|
2020
Q4 | $311K | Buy |
+9,727
| New | +$311K | 0.06% | 148 |
|