Simplicity 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
2024
Q3
Sell
-8,972
Closed -$300K 865
2024
Q2
$300K Buy
8,972
+1,147
+15% +$38.3K 0.01% 945
2024
Q1
$240K Buy
+7,825
New +$240K 0.01% 1001