Roundview Capital’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-4,195
Closed -$371K 231
2017
Q3
$371K Sell
4,195
-90
-2% -$7.96K 0.11% 174
2017
Q2
$390K Hold
4,285
0.11% 170
2017
Q1
$420K Sell
4,285
-45
-1% -$4.41K 0.13% 153
2016
Q4
$393K Buy
4,330
+205
+5% +$18.6K 0.13% 157
2016
Q3
$377K Buy
+4,125
New +$377K 0.13% 154