Summit Financial Wealth 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
2015
Q4
Sell
-538
Closed -$42K 167
2015
Q3
$42K Hold
538
0.03% 131
2015
Q2
$39K Hold
538
0.02% 160
2015
Q1
$41K Buy
+538
New +$41K 0.03% 130