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Geller Advisors’s Keurig Dr Pepper KDP Stock Holding History

Geller Advisors’s Portfolio KDP Stock Details KDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,000
Closed -$291K – 33
2017
Q4 		$291K Hold
3,000
– – 0.15% 22
2017
Q3 		$265K Buy
+3,000
New +$265K 0.13% 22