Jaffetilchin Investment Partners’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,604
| Closed | -$353K | – | 300 |
|
|
2019
Q1 | $353K | Sell |
12,604
-5,922
| -32% | -$166K | 0.08% | 196 |
|
|
2018
Q4 | $475K | Buy |
+18,526
| New | +$475K | 0.12% | 133 |
|
|
2016
Q4 | – | Sell |
-5,515
| Closed | -$504K | – | 281 |
|
|
2016
Q3 | $504K | Hold |
5,515
| – | – | 0.16% | 98 |
|
|
2016
Q2 | $533K | Buy |
5,515
+1
| +0% | +$97 | 0.16% | 96 |
|
|
2016
Q1 | $493K | Sell |
5,514
-740
| -12% | -$66.2K | 0.16% | 80 |
|
|
2015
Q4 | $583K | Sell |
6,254
-2,268
| -27% | -$211K | 0.19% | 83 |
|
|
2015
Q3 | $674K | Buy |
8,522
+5,659
| +198% | +$448K | 0.25% | 71 |
|
|
2015
Q2 | $209K | Hold |
2,863
| – | – | 0.06% | 182 |
|
|
2015
Q1 | $225K | Sell |
2,863
-1,990
| -41% | -$156K | 0.07% | 187 |
|
|
2014
Q4 | $348K | Sell |
4,853
-1,956
| -29% | -$140K | 0.12% | 135 |
|
|
2014
Q3 | $438K | Buy |
+6,809
| New | +$438K | 0.16% | 87 |
|