Wealthfront’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,616
| Closed | -$1.17M | – | 520 |
|
|
2018
Q2 | $1.17M | Buy |
9,616
+123
| +1% | +$15K | 0.01% | 220 |
|
|
2018
Q1 | $1.12M | Buy |
+9,493
| New | +$1.12M | 0.01% | 229 |
|
|
2017
Q2 | – | Sell |
-5,151
| Closed | -$504K | – | 469 |
|
|
2017
Q1 | $504K | Buy |
+5,151
| New | +$504K | 0.01% | 221 |
|
|
2016
Q3 | – | Sell |
-4,443
| Closed | -$429K | – | 381 |
|
|
2016
Q2 | $429K | Buy |
4,443
+115
| +3% | +$11.1K | 0.01% | 192 |
|
|
2016
Q1 | $387K | Sell |
4,328
-193
| -4% | -$17.3K | 0.01% | 191 |
|
|
2015
Q4 | $421K | Buy |
4,521
+21
| +0.5% | +$1.96K | 0.02% | 162 |
|
|
2015
Q3 | $356K | Buy |
4,500
+483
| +12% | +$38.2K | 0.01% | 171 |
|
|
2015
Q2 | $293K | Sell |
4,017
-48
| -1% | -$3.5K | 0.01% | 199 |
|
|
2015
Q1 | $319K | Buy |
4,065
+635
| +19% | +$49.8K | 0.02% | 148 |
|
|
2014
Q4 | $246K | Buy |
3,430
+342
| +11% | +$24.5K | 0.01% | 164 |
|
|
2014
Q3 | $199K | Buy |
3,088
+481
| +18% | +$31K | 0.01% | 155 |
|
|
2014
Q2 | $154K | Buy |
2,607
+279
| +12% | +$16.5K | 0.01% | 137 |
|
|
2014
Q1 | $125K | Buy |
+2,328
| New | +$125K | 0.02% | 104 |
|