Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-23
| Closed | -$1K | – | 884 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 860 |
|
|
2016
Q1 | – | Sell |
-110
| Closed | -$10K | – | 336 |
|
|
2015
Q4 | $10K | Buy |
110
+45
| +69% | +$4.09K | ﹤0.01% | 179 |
|
|
2015
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 257 |
|
|
2015
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 210 |
|
|
2015
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 237 |
|
|
2014
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 239 |
|