Bontempo Ohly Capital Management’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
Q1 | – | Sell |
-102,938
| Closed | -$2.64M | – | 32 |
|
|
2018
Q4 | $2.64M | Sell |
102,938
-860
| -0.8% | -$22K | 1.96% | 15 |
|
|
2018
Q3 | $2.41M | Buy |
103,798
+78,766
| +315% | +$1.83M | 1.6% | 22 |
|
|
2018
Q2 | $3.05M | Sell |
25,032
-90
| -0.4% | -$11K | 2.39% | 8 |
|
|
2018
Q1 | $2.97M | Sell |
25,122
-362
| -1% | -$42.9K | 2.37% | 6 |
|
|
2017
Q4 | $2.96M | Buy |
+25,484
| New | +$2.96M | 2.3% | 7 |
|