Wealthspire Advisors (Maryland)’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,772
| Closed | -$133K | – | 1282 |
|
|
2019
Q1 | $133K | Buy |
4,772
+1,204
| +34% | +$33.6K | 0.01% | 549 |
|
|
2018
Q4 | $91K | Buy |
3,568
+1,411
| +65% | +$36K | 0.01% | 637 |
|
|
2018
Q3 | $50K | Sell |
2,157
-213
| -9% | -$4.94K | ﹤0.01% | 969 |
|
|
2018
Q2 | $289K | Buy |
2,370
+49
| +2% | +$5.98K | 0.03% | 373 |
|
|
2018
Q1 | $275K | Buy |
2,321
+22
| +1% | +$2.61K | 0.03% | 381 |
|
|
2017
Q4 | $223K | Sell |
2,299
-1,026
| -31% | -$99.5K | 0.02% | 445 |
|
|
2017
Q3 | $294K | Sell |
3,325
-818
| -20% | -$72.3K | 0.03% | 365 |
|
|
2017
Q2 | $377K | Sell |
4,143
-474
| -10% | -$43.1K | 0.04% | 283 |
|
|
2017
Q1 | $452K | Buy |
4,617
+1,472
| +47% | +$144K | 0.06% | 201 |
|
|
2016
Q4 | $285K | Sell |
3,145
-2,379
| -43% | -$216K | 0.04% | 291 |
|
|
2016
Q3 | $504K | Sell |
5,524
-178
| -3% | -$16.2K | 0.08% | 172 |
|
|
2016
Q2 | $551K | Sell |
5,702
-137
| -2% | -$13.2K | 0.09% | 148 |
|
|
2016
Q1 | $522K | Buy |
5,839
+1,017
| +21% | +$90.9K | 0.09% | 149 |
|
|
2015
Q4 | $449K | Buy |
+4,822
| New | +$449K | 0.08% | 175 |
|