Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-374
| Closed | -$13K | – | 311 |
|
|
2022
Q2 | $13K | Hold |
374
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $14K | Sell |
374
-104
| -22% | -$3.89K | ﹤0.01% | 399 |
|
|
2021
Q4 | $18K | Hold |
478
| – | – | 0.01% | 377 |
|
|
2021
Q3 | $16K | Hold |
478
| – | – | ﹤0.01% | 387 |
|
|
2021
Q2 | $17K | Hold |
478
| – | – | 0.01% | 376 |
|
|
2021
Q1 | $16K | Buy |
+478
| New | +$16K | 0.01% | 367 |
|