Laurel Wealth Advisors (North Carolina)’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-500
| Closed | -$18K | – | 704 |
|
2021
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 389 |
|
2021
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
2020
Q4 | $16K | Buy |
500
+150
| +43% | +$4.8K | ﹤0.01% | 370 |
|
2020
Q3 | $10K | Hold |
350
| – | – | ﹤0.01% | 387 |
|
2020
Q2 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 380 |
|