Appropriate Balance Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-8,707
Closed -$811K 30
2015
Q4
$811K Buy
+8,707
New +$811K 0.56% 11