YorkBridge Wealth Partners’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
Q3 | – | Sell |
-526
| Closed | -$15K | – | 435 |
|
|
2019
Q2 | $15K | Hold |
526
| – | – | 0.01% | 503 |
|
|
2019
Q1 | $15K | Buy |
526
+350
| +199% | +$9.98K | 0.01% | 506 |
|
|
2018
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 638 |
|
|
2018
Q3 | $4K | Sell |
176
-666
| -79% | -$15.1K | ﹤0.01% | 673 |
|
|
2018
Q2 | $103K | Hold |
842
| – | – | 0.05% | 285 |
|
|
2018
Q1 | $102K | Sell |
842
-30
| -3% | -$3.63K | 0.05% | 290 |
|
|
2017
Q4 | $103K | Sell |
872
-235
| -21% | -$27.8K | 0.05% | 285 |
|
|
2017
Q3 | $98K | Buy |
1,107
+568
| +105% | +$50.3K | 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 | +$47K | 0.03% | 362 |
|