Thomas J. Herzfeld Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-209
| Closed | -$6.6K | – | 245 |
|
|
2023
Q3 | $6.6K | Hold |
209
| – | – | ﹤0.01% | 214 |
|
|
2023
Q2 | $6.54K | Hold |
209
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $7.37K | Hold |
209
| – | – | ﹤0.01% | 179 |
|
|
2022
Q4 | $7.45K | Hold |
209
| – | – | ﹤0.01% | 186 |
|
|
2022
Q3 | $7K | Hold |
209
| – | – | ﹤0.01% | 178 |
|
|
2022
Q2 | $7K | Buy |
209
+90
| +76% | +$3.01K | ﹤0.01% | 186 |
|
|
2022
Q1 | $5K | Buy |
+119
| New | +$5K | ﹤0.01% | 238 |
|