WI
Wintrust Investments’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,751
| Closed | -$205K | – | 360 |
|
|
2022
Q4 | $205K | Hold |
5,751
| – | – | 0.03% | 349 |
|
|
2022
Q3 | $206K | Sell |
5,751
-605
| -10% | -$21.7K | 0.03% | 373 |
|
|
2022
Q2 | $225K | Sell |
6,356
-386
| -6% | -$13.7K | 0.03% | 342 |
|
|
2022
Q1 | $256K | Sell |
6,742
-150
| -2% | -$5.7K | 0.02% | 348 |
|
|
2021
Q4 | $254K | Buy |
+6,892
| New | +$254K | 0.02% | 367 |
|
|
2021
Q3 | – | Sell |
-6,324
| Closed | -$223K | – | 345 |
|
|
2021
Q2 | $223K | Sell |
6,324
-337
| -5% | -$11.9K | 0.02% | 392 |
|
|
2021
Q1 | $229K | Buy |
+6,661
| New | +$229K | 0.02% | 371 |
|