CIM
Cetera Investment Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,840
| Closed | -$527K | – | 40 |
|
|
2017
Q2 | $527K | Sell |
5,840
-1,396
| -19% | -$126K | 0.67% | 41 |
|
|
2017
Q1 | $709K | Sell |
7,236
-4,308
| -37% | -$422K | 0.81% | 32 |
|
|
2016
Q4 | $1.05M | Sell |
11,544
-2,089
| -15% | -$189K | 0.78% | 40 |
|
|
2016
Q3 | $1.25M | Sell |
13,633
-2,231
| -14% | -$204K | 0.8% | 37 |
|
|
2016
Q2 | $1.53M | Sell |
15,864
-1,953
| -11% | -$189K | 0.9% | 32 |
|
|
2016
Q1 | $1.58M | Sell |
17,817
-1,981
| -10% | -$176K | 0.82% | 33 |
|
|
2015
Q4 | $1.84M | Buy |
+19,798
| New | +$1.84M | 0.74% | 38 |
|