Lloyd Advisory Services’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
Q2 | – | Sell |
-798
| Closed | -$30K | – | 341 |
|
|
2022
Q1 | $30K | Buy |
798
+11
| +1% | +$414 | 0.01% | 292 |
|
|
2021
Q4 | $29K | Hold |
787
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $27K | Sell |
787
-64
| -8% | -$2.2K | 0.01% | 225 |
|
|
2021
Q2 | $30K | Hold |
851
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $29K | Sell |
851
-57
| -6% | -$1.94K | 0.02% | 186 |
|
|
2020
Q4 | $29K | Hold |
908
| – | – | 0.02% | 155 |
|
|
2020
Q3 | $25K | Buy |
+908
| New | +$25K | 0.02% | 147 |
|