JT Stratford LLC’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 |
-31,742
| Closed | -$1M | – | 254 |
|
2023
Q3 | $1M | Buy |
31,742
+7,148
| +29% | +$226K | 0.26% | 104 |
|
2023
Q2 | $769K | Buy |
24,594
+12,467
| +103% | +$390K | 0.21% | 119 |
|
2023
Q1 | $428K | Buy |
12,127
+4,870
| +67% | +$172K | 0.12% | 171 |
|
2022
Q4 | $259K | Buy |
+7,257
| New | +$259K | 0.08% | 193 |
|