Whitener Capital Management’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
Q4 | – | Sell |
-1,496
| Closed | -$40K | – | 294 |
|
2019
Q3 | $40K | Sell |
1,496
-96
| -6% | -$2.57K | 0.02% | 242 |
|
2019
Q2 | $46K | Hold |
1,592
| – | – | 0.03% | 234 |
|
2019
Q1 | $44K | Hold |
1,592
| – | – | 0.03% | 230 |
|
2018
Q4 | $40K | Sell |
1,592
-400
| -20% | -$10.1K | 0.03% | 209 |
|
2018
Q3 | $46K | Hold |
1,992
| – | – | 0.03% | 205 |
|
2018
Q2 | $243K | Hold |
1,992
| – | – | 0.19% | 108 |
|
2018
Q1 | $235K | Hold |
1,992
| – | – | 0.18% | 107 |
|
2017
Q4 | $193K | Buy |
+1,992
| New | +$193K | 0.17% | 113 |
|