Wealthspire Advisors (Maryland)’s Keurig Dr Pepper KDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,772	Closed	-$133K	–	1283
2019 Q1	$133K	Buy	4,772 +1,204	+34%	+$32.5K	0.01%	549
2018 Q4	$91K	Buy	3,568 +1,411	+65%	+$35.8K	0.01%	638
2018 Q3	$50K	Sell	2,157 -213	-9%	-$6.73K	﹤0.01%	971
2018 Q2	$289K	Buy	2,370 +49	+2%	+$5.88K	0.03%	373
2018 Q1	$275K	Buy	2,321 +22	+1%	+$2.44K	0.03%	381
2017 Q4	$223K	Sell	2,299 -1,026	-31%	-$92K	0.02%	445
2017 Q3	$294K	Sell	3,325 -818	-20%	-$74.2K	0.03%	365
2017 Q2	$377K	Sell	4,143 -474	-10%	-$44.3K	0.04%	283
2017 Q1	$452K	Buy	4,617 +1,472	+47%	+$137K	0.06%	201
2016 Q4	$285K	Sell	3,145 -2,379	-43%	-$209K	0.04%	291
2016 Q3	$504K	Sell	5,524 -178	-3%	-$16.9K	0.08%	172
2016 Q2	$551K	Sell	5,702 -137	-2%	-$12.6K	0.09%	148
2016 Q1	$522K	Buy	5,839 +1,017	+21%	+$92.8K	0.09%	149
2015 Q4	$449K	Buy	+4,822	New	+$428K	0.08%	175