Gladstone Institutional Advisory’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,510
Closed -$767K 687
2022
Q4
$767K Sell
21,510
-93
-0.4% -$3.32K 0.05% 324
2022
Q3
$774K Buy
+21,603
New +$774K 0.06% 319