Washington Trust Advisors’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
Q1 | – | Sell |
-282
| Closed | -$9.4K | – | 667 |
|
|
2023
Q4 | $9.4K | Buy |
282
+10
| +4% | +$333 | ﹤0.01% | 486 |
|
|
2023
Q3 | $8.59K | Buy |
272
+56
| +26% | +$1.77K | ﹤0.01% | 482 |
|
|
2023
Q2 | $6.76K | Sell |
216
-114
| -35% | -$3.57K | ﹤0.01% | 509 |
|
|
2023
Q1 | $11.6K | Sell |
330
-101
| -23% | -$3.56K | ﹤0.01% | 481 |
|
|
2022
Q4 | $15.4K | Buy |
431
+105
| +32% | +$3.74K | ﹤0.01% | 454 |
|
|
2022
Q3 | $12K | Buy |
326
+175
| +116% | +$6.44K | ﹤0.01% | 572 |
|
|
2022
Q2 | $5K | Buy |
151
+77
| +104% | +$2.55K | ﹤0.01% | 743 |
|
|
2022
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 899 |
|
|
2021
Q4 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 923 |
|