HWP
Hefty Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,311
| Closed | -$515K | – | 263 |
|
|
2017
Q4 | $515K | Buy |
5,311
+4,898
| +1,186% | +$475K | 0.32% | 71 |
|
|
2017
Q3 | $37K | Hold |
413
| – | – | 0.02% | 146 |
|
|
2017
Q2 | $37K | Hold |
413
| – | – | 0.03% | 135 |
|
|
2017
Q1 | $40K | Hold |
413
| – | – | 0.03% | 134 |
|
|
2016
Q4 | $37K | Hold |
413
| – | – | 0.03% | 130 |
|
|
2016
Q3 | $37K | Hold |
413
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $39K | Hold |
413
| – | – | 0.03% | 119 |
|
|
2016
Q1 | $36K | Hold |
413
| – | – | 0.03% | 118 |
|
|
2015
Q4 | $38K | Buy |
+413
| New | +$38K | 0.04% | 116 |
|