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Lyons Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Lyons Wealth Management’s Portfolio KDP Stock Details KDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-14,695
Closed -$1.15M – 64
2015
Q1 		$1.15M Sell
14,695
-847
-5% -$66.5K 1.25% 17
2014
Q4 		$1.11M Sell
15,542
-1,533
-9% -$110K 1.17% 22
2014
Q3 		$1.1M Buy
+17,075
New +$1.1M 1.17% 16