HC Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-500
| Closed | -$17K | – | 350 |
|
|
2021
Q1 | $17K | Hold |
500
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $16K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $14K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $14K | Hold |
500
| – | – | 0.01% | 206 |
|
|
2020
Q1 | $12K | Buy |
+500
| New | +$12K | 0.01% | 228 |
|