Bison Wealth’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,560
| Closed | -$226K | – | 213 |
|
|
2017
Q3 | $226K | Sell |
2,560
-31
| -1% | -$2.74K | 0.18% | 157 |
|
|
2017
Q2 | $236K | Buy |
+2,591
| New | +$236K | 0.2% | 143 |
|
|
2017
Q1 | – | Sell |
-2,583
| Closed | -$234K | – | 183 |
|
|
2016
Q4 | $234K | Buy |
2,583
+142
| +6% | +$12.9K | 0.2% | 140 |
|
|
2016
Q3 | $223K | Buy |
+2,441
| New | +$223K | 0.19% | 149 |
|