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 |
|