Omnia 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 |
-767
| Closed | -$21K | – | 320 |
|
|
2019
Q1 | $21K | Hold |
767
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $20K | Hold |
767
| – | – | 0.01% | 192 |
|
|
2018
Q3 | $18K | Hold |
767
| – | – | 0.01% | 212 |
|
|
2018
Q2 | $94K | Buy |
767
+729
| +1,918% | +$89.3K | 0.04% | 118 |
|
|
2018
Q1 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 314 |
|
|
2017
Q4 | – | Sell |
-30
| Closed | -$3K | – | 623 |
|
|
2017
Q3 | $3K | Sell |
30
-29
| -49% | -$2.9K | ﹤0.01% | 387 |
|
|
2017
Q2 | $5K | Buy |
59
+30
| +103% | +$2.54K | ﹤0.01% | 396 |
|
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 512 |
|
|
2016
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 515 |
|