Sowell 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-75,973
| Closed | -$2.69M | – | 523 |
|
2021
Q2 | $2.69M | Buy |
75,973
+2,652
| +4% | +$93.9K | 0.18% | 143 |
|
2021
Q1 | $2.66M | Buy |
73,321
+10,163
| +16% | +$369K | 0.09% | 197 |
|
2020
Q4 | $1.92M | Buy |
63,158
+23,990
| +61% | +$728K | 0.08% | 215 |
|
2020
Q3 | $1.09M | Buy |
39,168
+16,343
| +72% | +$454K | 0.05% | 277 |
|
2020
Q2 | $648K | Buy |
22,825
+21,348
| +1,445% | +$606K | 0.04% | 381 |
|
2020
Q1 | $36K | Buy |
1,477
+537
| +57% | +$13.1K | ﹤0.01% | 1160 |
|
2019
Q4 | $27K | Buy |
940
+191
| +26% | +$5.49K | ﹤0.01% | 1327 |
|
2019
Q3 | $20K | Buy |
+749
| New | +$20K | ﹤0.01% | 1279 |
|