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 |
|