Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25
| Closed | -$1K | – | 526 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 727 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$3K | – | 547 |
|
|
2019
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 527 |
|
|
2019
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 497 |
|
|
2018
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 475 |
|
|
2018
Q3 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 506 |
|
|
2017
Q4 | – | Sell |
-27
| Closed | -$2K | – | 791 |
|
|
2017
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 668 |
|
|
2017
Q2 | $2K | Sell |
27
-2
| -7% | -$148 | ﹤0.01% | 499 |
|
|
2017
Q1 | $3K | Buy |
29
+2
| +7% | +$207 | ﹤0.01% | 483 |
|
|
2016
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 476 |
|
|
2016
Q2 | – | Sell |
-67
| Closed | -$6K | – | 503 |
|
|
2016
Q1 | $6K | Buy |
67
+56
| +509% | +$5.02K | ﹤0.01% | 349 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 427 |
|
|
2015
Q3 | – | Sell |
-49
| Closed | -$4K | – | 417 |
|
|
2015
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 277 |
|
|
2015
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 280 |
|