JNBA Financial Advisors’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
Q4 | – | Sell |
-30
| Closed | -$948 | – | 731 |
|
2023
Q3 | $948 | Buy |
+30
| New | +$948 | ﹤0.01% | 677 |
|
2023
Q2 | – | Sell |
-29
| Closed | -$1.02K | – | 731 |
|
2023
Q1 | $1.02K | Buy |
+29
| New | +$1.02K | ﹤0.01% | 658 |
|
2016
Q4 | – | Sell |
-1,027
| Closed | -$94K | – | 924 |
|
2016
Q3 | $94K | Buy |
+1,027
| New | +$94K | 0.01% | 378 |
|