WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$882 | – | 1333 |
|
|
2023
Q1 | $882 | Buy |
+25
| New | +$882 | ﹤0.01% | 1213 |
|
|
2016
Q3 | – | Sell |
-178
| Closed | -$17 | – | 1018 |
|
|
2016
Q2 | $17 | Buy |
+178
| New | +$17 | ﹤0.01% | 2493 |
|
|
2015
Q4 | $42 | Buy |
+450
| New | +$42 | ﹤0.01% | 1671 |
|
|
2015
Q2 | $16K | Buy |
+225
| New | +$16K | 0.01% | 274 |
|