Mark Sheptoff Financial Planning’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-112
| Closed | -$3.73K | – | 416 |
|
|
2023
Q4 | $3.73K | Hold |
112
| – | – | ﹤0.01% | 341 |
|
|
2023
Q3 | $3.54K | Hold |
112
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $3.5K | Hold |
112
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $3.95K | Hold |
112
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $3.99K | Hold |
112
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $4K | Hold |
112
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $4K | Hold |
112
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 373 |
|