LWM
LBA Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13
| Closed | -$1K | – | 459 |
|
|
2016
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 430 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 433 |
|
|
2016
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 422 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$20K | – | 325 |
|
|
2015
Q1 | $20K | Hold |
250
| – | – | 0.01% | 208 |
|
|
2014
Q4 | $18K | Buy |
+250
| New | +$18K | 0.01% | 208 |
|
|
2014
Q3 | – | Sell |
-1,675
| Closed | -$98K | – | 431 |
|
|
2014
Q2 | $98K | Sell |
1,675
-50
| -3% | -$2.93K | 0.08% | 140 |
|
|
2014
Q1 | $94K | Buy |
1,725
+275
| +19% | +$15K | 0.08% | 134 |
|
|
2013
Q4 | $71K | Buy |
+1,450
| New | +$71K | 0.06% | 146 |
|