Reilly Financial Advisors’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 |
-311
| Closed | -$30K | – | 1015 |
|
|
2017
Q4 | $30K | Hold |
311
| – | – | ﹤0.01% | 413 |
|
|
2017
Q3 | $27K | Hold |
311
| – | – | ﹤0.01% | 422 |
|
|
2017
Q2 | $28K | Hold |
311
| – | – | ﹤0.01% | 423 |
|
|
2017
Q1 | $30K | Hold |
311
| – | – | ﹤0.01% | 393 |
|
|
2016
Q4 | $28K | Buy |
+311
| New | +$28K | ﹤0.01% | 382 |
|
|
2013
Q4 | – | Sell |
-250
| Closed | -$11K | – | 854 |
|
|
2013
Q3 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 454 |
|