Klingman & Associates’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 |
-278
| Closed | -$25K | – | 214 |
|
|
2016
Q3 | $25K | Hold |
278
| – | – | 0.01% | 249 |
|
|
2016
Q2 | $27K | Hold |
278
| – | – | 0.01% | 240 |
|
|
2016
Q1 | $25K | Hold |
278
| – | – | 0.01% | 236 |
|
|
2015
Q4 | $26K | Hold |
278
| – | – | 0.01% | 250 |
|
|
2015
Q3 | $21K | Sell |
278
-132
| -32% | -$9.97K | 0.01% | 258 |
|
|
2015
Q2 | $30K | Buy |
410
+132
| +47% | +$9.66K | 0.01% | 216 |
|
|
2015
Q1 | $22K | Buy |
+278
| New | +$22K | 0.01% | 230 |
|