FWP
FAS Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,786
| Closed | -$260K | – | 128 |
|
|
2015
Q4 | $260K | Buy |
2,786
+3
| +0.1% | +$280 | 0.13% | 104 |
|
|
2015
Q3 | $220K | Buy |
2,783
+4
| +0.1% | +$316 | 0.13% | 97 |
|
|
2015
Q2 | $203K | Buy |
2,779
+4
| +0.1% | +$292 | 0.1% | 105 |
|
|
2015
Q1 | $218K | Sell |
2,775
-121
| -4% | -$9.51K | 0.11% | 94 |
|
|
2014
Q4 | $208K | Buy |
+2,896
| New | +$208K | 0.11% | 88 |
|