Dynamic Advisor Solutions’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,222
Closed -$222K 968
2024
Q1
$222K Sell
7,222
-98
-1% -$3.01K 0.01% 833
2023
Q4
$234K Sell
7,320
-424
-5% -$13.6K 0.01% 787
2023
Q3
$244K Buy
+7,744
New +$244K 0.01% 720