TFO Wealth Partners’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
Q2 | – | Sell |
-5
| Closed | -$153 | – | 422 |
|
|
2024
Q1 | $153 | Sell |
5
-5
| -50% | -$153 | ﹤0.01% | 559 |
|
|
2023
Q4 | $333 | Hold |
10
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $313 | Buy |
10
+5
| +100% | +$157 | ﹤0.01% | 641 |
|
|
2023
Q2 | $156 | Hold |
5
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $176 | Buy |
5
+3
| +150% | +$106 | ﹤0.01% | 505 |
|
|
2022
Q4 | $64 | Buy |
+2
| New | +$64 | ﹤0.01% | 835 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$1K | – | 316 |
|
|
2022
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 426 |
|