TrueWealth LLC’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 684 |
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 697 |
|
2019
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 706 |
|
2019
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 676 |
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 693 |
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 696 |
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 698 |
|
2018
Q3 | $1K | Sell |
32
-97
| -75% | -$3.03K | ﹤0.01% | 777 |
|
2018
Q2 | $16K | Hold |
129
| – | – | 0.01% | 413 |
|
2018
Q1 | $15K | Buy |
129
+81
| +169% | +$9.42K | 0.01% | 394 |
|
2017
Q4 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 657 |
|