Parisi Gray Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-810
| Closed | -$29K | – | 340 |
|
|
2021
Q2 | $29K | Buy |
+810
| New | +$29K | 0.01% | 336 |
|
|
2019
Q2 | – | Sell |
-716
| Closed | -$20K | – | 284 |
|
|
2019
Q1 | $20K | Hold |
716
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $18K | Hold |
716
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $17K | Sell |
716
-4,593
| -87% | -$109K | 0.01% | 352 |
|
|
2018
Q2 | $653K | Hold |
5,309
| – | – | 0.44% | 58 |
|
|
2018
Q1 | $533K | Hold |
5,309
| – | – | 0.41% | 62 |
|
|
2017
Q4 | $506K | Buy |
+5,309
| New | +$506K | 0.38% | 66 |
|