Financial Advocates 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
2021
Q1
Sell
-12,025
Closed -$385K 761
2020
Q4
$385K Sell
12,025
-1,055
-8% -$33.8K 0.03% 499
2020
Q3
$361K Buy
13,080
+543
+4% +$15K 0.03% 431
2020
Q2
$356K Sell
12,537
-29
-0.2% -$823 0.03% 406
2020
Q1
$305K Buy
+12,566
New +$305K 0.04% 345