Peak Financial Advisors’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
Q4
Sell
-28,286
Closed -$1.01M 71
2022
Q3
$1.01M Buy
28,286
+284
+1% +$10.2K 1.25% 32
2022
Q2
$991K Sell
28,002
-328
-1% -$11.6K 0.98% 33
2022
Q1
$1.07M Buy
+28,330
New +$1.07M 0.92% 36