KIA
King Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,660
| Closed | -$603K | – | 78 |
|
|
2015
Q1 | $603K | Sell |
7,660
-4,200
| -35% | -$331K | 0.29% | 59 |
|
|
2014
Q4 | $852K | Sell |
11,860
-190
| -2% | -$13.6K | 0.38% | 45 |
|
|
2014
Q3 | $775K | Hold |
12,050
| – | – | 0.35% | 50 |
|
|
2014
Q2 | $706K | Sell |
12,050
-454
| -4% | -$26.6K | 0.3% | 57 |
|
|
2014
Q1 | $681K | Hold |
12,504
| – | – | 0.31% | 55 |
|
|
2013
Q4 | $609K | Sell |
12,504
-950
| -7% | -$46.3K | 0.28% | 65 |
|
|
2013
Q3 | $603K | Buy |
13,454
+715
| +6% | +$32K | 0.26% | 77 |
|
|
2013
Q2 | $585K | Buy |
+12,739
| New | +$585K | 0.24% | 70 |
|