AWS
Aris Wealth Services’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $14K | Sell |
180
-1,612
| -90% | -$125K | 0.03% | 192 |
|
|
2015
Q2 | $131K | Sell |
1,792
-145
| -7% | -$10.6K | 0.12% | 126 |
|
|
2015
Q1 | $152K | Sell |
1,937
-3,899
| -67% | -$306K | 0.14% | 115 |
|
|
2014
Q4 | $418K | Sell |
5,836
-5,076
| -47% | -$364K | 0.47% | 76 |
|
|
2014
Q3 | $702K | Buy |
10,912
+270
| +3% | +$17.4K | 0.87% | 31 |
|
|
2014
Q2 | $623K | Buy |
10,642
+1,417
| +15% | +$83K | 0.81% | 37 |
|
|
2014
Q1 | $502K | Buy |
9,225
+151
| +2% | +$8.22K | 0.74% | 45 |
|
|
2013
Q4 | $442K | Buy |
9,074
+446
| +5% | +$21.7K | 0.74% | 49 |
|
|
2013
Q3 | $387K | Buy |
8,628
+837
| +11% | +$37.5K | 0.71% | 54 |
|
|
2013
Q2 | $358K | Buy |
+7,791
| New | +$358K | 0.77% | 45 |
|