Mosaic Family Wealth’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-367
| Closed | -$10K | – | 398 |
|
|
2019
Q1 | $10K | Hold |
367
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $9K | Hold |
367
| – | – | ﹤0.01% | 500 |
|
|
2018
Q3 | $10K | Hold |
367
| – | – | ﹤0.01% | 498 |
|
|
2018
Q2 | $45K | Hold |
367
| – | – | 0.02% | 325 |
|
|
2018
Q1 | $43K | Hold |
367
| – | – | 0.02% | 328 |
|
|
2017
Q4 | $36K | Hold |
367
| – | – | 0.01% | 369 |
|
|
2017
Q3 | $32K | Hold |
367
| – | – | 0.01% | 394 |
|
|
2017
Q2 | $33K | Hold |
367
| – | – | 0.01% | 361 |
|
|
2017
Q1 | $36K | Hold |
367
| – | – | 0.02% | 359 |
|
|
2016
Q4 | $33K | Sell |
367
-44
| -11% | -$3.96K | 0.02% | 368 |
|
|
2016
Q3 | $38K | Hold |
411
| – | – | 0.02% | 366 |
|
|
2016
Q2 | $40K | Sell |
411
-4
| -1% | -$389 | 0.02% | 354 |
|
|
2016
Q1 | $37K | Sell |
415
-4
| -1% | -$357 | 0.02% | 358 |
|
|
2015
Q4 | $39K | Buy |
+419
| New | +$39K | 0.02% | 354 |
|