Boston Private Bank & Trust’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $383K | Sell |
4,885
-390
| -7% | -$30.6K | 0.02% | 326 |
|
|
2014
Q4 | $378K | Sell |
5,275
-220
| -4% | -$15.8K | 0.02% | 332 |
|
|
2014
Q3 | $353K | Sell |
5,495
-590
| -10% | -$37.9K | 0.02% | 333 |
|
|
2014
Q2 | $356K | Buy |
+6,085
| New | +$356K | 0.02% | 328 |
|
|
2014
Q1 | – | Sell |
-10,535
| Closed | -$513K | – | 1056 |
|
|
2013
Q4 | $513K | Sell |
10,535
-3,675
| -26% | -$179K | 0.03% | 290 |
|
|
2013
Q3 | $637K | Sell |
14,210
-5,175
| -27% | -$232K | 0.04% | 256 |
|
|
2013
Q2 | $890K | Buy |
+19,385
| New | +$890K | 0.05% | 232 |
|