Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-472
| Closed | -$16K | – | 1238 |
|
|
2021
Q1 | $16K | Buy |
+472
| New | +$16K | ﹤0.01% | 1291 |
|
|
2020
Q2 | – | Sell |
-79
| Closed | -$2K | – | 887 |
|
|
2020
Q1 | $2K | Sell |
79
-26
| -25% | -$658 | ﹤0.01% | 1301 |
|
|
2019
Q4 | $3K | Sell |
105
-148
| -58% | -$4.23K | ﹤0.01% | 1203 |
|
|
2019
Q3 | $7K | Hold |
253
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q2 | $7K | Buy |
+253
| New | +$7K | ﹤0.01% | 986 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 1172 |
|
|
2017
Q4 | $0 | Sell |
1
-275
| -100% | – | ﹤0.01% | 1135 |
|
|
2017
Q3 | $24K | Buy |
+276
| New | +$24K | 0.01% | 399 |
|