Integrated Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-28
| Closed | -$3K | – | 657 |
|
|
2016
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 997 |
|
|
2016
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 1008 |
|
|
2016
Q1 | $3K | Sell |
28
-60
| -68% | -$6.43K | ﹤0.01% | 928 |
|
|
2015
Q4 | $8K | Buy |
88
+60
| +214% | +$5.46K | ﹤0.01% | 826 |
|
|
2015
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1112 |
|
|
2015
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1144 |
|