Homrich & Berg’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,889
| Closed | -$766K | – | 342 |
|
|
2017
Q4 | $766K | Buy |
7,889
+41
| +0.5% | +$3.98K | 0.05% | 157 |
|
|
2017
Q3 | $694K | Buy |
7,848
+571
| +8% | +$50.5K | 0.05% | 150 |
|
|
2017
Q2 | $663K | Buy |
7,277
+862
| +13% | +$78.5K | 0.06% | 137 |
|
|
2017
Q1 | $628K | Buy |
6,415
+253
| +4% | +$24.8K | 0.05% | 149 |
|
|
2016
Q4 | $559K | Buy |
6,162
+1,169
| +23% | +$106K | 0.05% | 149 |
|
|
2016
Q3 | $456K | Buy |
4,993
+728
| +17% | +$66.5K | 0.04% | 159 |
|
|
2016
Q2 | $412K | Buy |
4,265
+816
| +24% | +$78.8K | 0.04% | 160 |
|
|
2016
Q1 | $308K | Buy |
3,449
+186
| +6% | +$16.6K | 0.03% | 193 |
|
|
2015
Q4 | $304K | Buy |
+3,263
| New | +$304K | 0.03% | 197 |
|