Prospera Financial Services’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
Q2 | – | Sell |
-3,912
| Closed | -$148K | – | 2147 |
|
|
2022
Q1 | $148K | Buy |
+3,912
| New | +$148K | 0.01% | 977 |
|
|
2020
Q4 | – | Sell |
-52
| Closed | -$1K | – | 1139 |
|
|
2020
Q3 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1546 |
|
|
2018
Q3 | – | Sell |
-1,662
| Closed | -$204K | – | 431 |
|
|
2018
Q2 | $204K | Buy |
+1,662
| New | +$204K | 0.03% | 425 |
|
|
2016
Q3 | – | Sell |
-2,106
| Closed | -$204K | – | 404 |
|
|
2016
Q2 | $204K | Sell |
2,106
-329
| -14% | -$31.9K | 0.04% | 321 |
|
|
2016
Q1 | $219K | Hold |
2,435
| – | – | 0.05% | 279 |
|
|
2015
Q4 | $227K | Buy |
+2,435
| New | +$227K | 0.05% | 239 |
|