Essex Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-57,706
| Closed | -$1.4M | – | 436 |
|
|
2020
Q1 | $1.4M | Hold |
57,706
| – | – | 0.28% | 109 |
|
|
2019
Q4 | $1.67M | Hold |
57,706
| – | – | 0.21% | 168 |
|
|
2019
Q3 | $1.58M | Hold |
57,706
| – | – | 0.23% | 143 |
|
|
2019
Q2 | $1.67M | Sell |
57,706
-5,355
| -8% | -$155K | 0.23% | 145 |
|
|
2019
Q1 | $1.76M | Sell |
63,061
-8,057
| -11% | -$225K | 0.26% | 121 |
|
|
2018
Q4 | $1.82M | Buy |
71,118
+51,941
| +271% | +$1.33M | 0.29% | 111 |
|
|
2018
Q3 | $444K | Buy |
+19,177
| New | +$444K | 0.05% | 308 |
|