PHH Investments’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-9,948
Closed -$966K 82
2017
Q4
$966K Buy
9,948
+18
+0.2% +$1.75K 0.29% 57
2017
Q3
$879K Sell
9,930
-885
-8% -$78.3K 0.29% 56
2017
Q2
$985K Sell
10,815
-240
-2% -$21.9K 0.34% 53
2017
Q1
$1.08M Sell
11,055
-106
-0.9% -$10.4K 0.4% 45
2016
Q4
$1.01M Buy
+11,161
New +$1.01M 0.41% 52