Arthur M. Cohen & Associates’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,400
| Closed | -$415K | – | 123 |
|
|
2018
Q2 | $415K | Hold |
3,400
| – | – | 0.16% | 81 |
|
|
2018
Q1 | $401K | Buy |
+3,400
| New | +$401K | 0.15% | 81 |
|
|
2017
Q2 | $311K | Buy |
3,400
+925
| +37% | +$84.6K | 0.12% | 85 |
|
|
2017
Q1 | $242K | Hold |
2,475
| – | – | 0.11% | 91 |
|
|
2016
Q4 | $224K | Buy |
+2,475
| New | +$224K | 0.12% | 92 |
|
|
2014
Q3 | $301K | Buy |
+3,400
| New | +$301K | 0.14% | 90 |
|