First Personal Financial Services’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
Q4 | – | Sell |
-248
| Closed | -$9K | – | 413 |
|
|
2022
Q3 | $9K | Buy |
+248
| New | +$9K | ﹤0.01% | 345 |
|
|
2018
Q2 | – | Sell |
-135
| Closed | -$16K | – | 815 |
|
|
2018
Q1 | $16K | Hold |
135
| – | – | ﹤0.01% | 676 |
|
|
2017
Q4 | $13K | Hold |
135
| – | – | ﹤0.01% | 731 |
|
|
2017
Q3 | $12K | Sell |
135
-637
| -83% | -$56.6K | ﹤0.01% | 672 |
|
|
2017
Q2 | $70K | Hold |
772
| – | – | 0.02% | 358 |
|
|
2017
Q1 | $76K | Sell |
772
-637
| -45% | -$62.7K | 0.02% | 324 |
|
|
2016
Q4 | $128K | Buy |
1,409
+1,274
| +944% | +$116K | 0.03% | 244 |
|
|
2016
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 538 |
|
|
2016
Q2 | $13K | Buy |
+135
| New | +$13K | ﹤0.01% | 499 |
|
|
2016
Q1 | – | Sell |
-71
| Closed | -$7K | – | 357 |
|
|
2015
Q4 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 313 |
|