YWP
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YorkBridge Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

YorkBridge Wealth Partners’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-526
Closed -$15K – 435
2019
Q2 		$15K Hold
526
– – 0.01% 503
2019
Q1 		$15K Buy
526
+350
+199% +$9.45K 0.01% 506
2018
Q4 		$5K Hold
176
– – ﹤0.01% 638
2018
Q3 		$4K Sell
176
-666
-79% -$21K ﹤0.01% 673
2018
Q2 		$103K Hold
842
– – 0.05% 285
2018
Q1 		$102K Sell
842
-30
-3% -$3.33K 0.05% 290
2017
Q4 		$103K Sell
872
-235
-21% -$21.1K 0.05% 285
2017
Q3 		$98K Buy
1,107
+568
+105% +$51.5K 0.05% 285
2017
Q2 		$49K Hold
539
– – 0.03% 373
2017
Q1 		$49K Hold
539
– – 0.03% 373
2016
Q4 		$47K Buy
+539
New +$47.3K 0.03% 362

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