Guardian Investor Services’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 | $105K | Sell |
1,333
-14
| -1% | -$1.1K | 0.08% | 283 |
|
|
2014
Q4 | $97K | Sell |
1,347
-46
| -3% | -$3.31K | 0.08% | 300 |
|
|
2014
Q3 | $90K | Sell |
1,393
-75
| -5% | -$4.85K | 0.07% | 311 |
|
|
2014
Q2 | $86K | Sell |
1,468
-80
| -5% | -$4.69K | 0.07% | 337 |
|
|
2014
Q1 | $84K | Sell |
1,548
-87
| -5% | -$4.72K | 0.07% | 344 |
|
|
2013
Q4 | $80K | Hold |
1,635
| – | – | 0.06% | 353 |
|
|
2013
Q3 | $73K | Sell |
1,635
-20
| -1% | -$893 | 0.06% | 356 |
|
|
2013
Q2 | $76K | Buy |
+1,655
| New | +$76K | 0.07% | 338 |
|