Pinnacle Wealth Management Advisory Group’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
Q2 | – | Sell |
-3,335
| Closed | -$395K | – | 147 |
|
|
2018
Q1 | $395K | Sell |
3,335
-25
| -0.7% | -$2.96K | 0.22% | 100 |
|
|
2017
Q4 | $326K | Buy |
3,360
+175
| +5% | +$17K | 0.18% | 108 |
|
|
2017
Q3 | $282K | Buy |
3,185
+240
| +8% | +$21.3K | 0.16% | 120 |
|
|
2017
Q2 | $268K | Buy |
2,945
+260
| +10% | +$23.7K | 0.17% | 121 |
|
|
2017
Q1 | $263K | Buy |
2,685
+35
| +1% | +$3.43K | 0.18% | 110 |
|
|
2016
Q4 | $240K | Buy |
2,650
+75
| +3% | +$6.79K | 0.17% | 111 |
|
|
2016
Q3 | $235K | Buy |
2,575
+65
| +3% | +$5.93K | 0.18% | 112 |
|
|
2016
Q2 | $243K | Buy |
+2,510
| New | +$243K | 0.19% | 103 |
|