TFCM
Taylor Frigon Capital Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,720
| Closed | -$943K | – | 90 |
|
|
2017
Q4 | $943K | Buy |
+9,720
| New | +$943K | 0.76% | 72 |
|
|
2016
Q2 | $785K | Buy |
8,124
+150
| +2% | +$14.5K | 0.82% | 67 |
|
|
2016
Q1 | $713K | Sell |
7,974
-173
| -2% | -$15.5K | 0.75% | 67 |
|
|
2015
Q4 | $745K | Buy |
8,147
+53
| +0.7% | +$4.85K | 0.84% | 62 |
|
|
2015
Q3 | $638K | Buy |
8,094
+335
| +4% | +$26.4K | 0.71% | 67 |
|
|
2015
Q2 | $572K | Sell |
7,759
-1,679
| -18% | -$124K | 0.59% | 71 |
|
|
2015
Q1 | $739K | Sell |
9,438
-5,353
| -36% | -$419K | 0.68% | 72 |
|
|
2014
Q4 | $1.06M | Buy |
+14,791
| New | +$1.06M | 1% | 56 |
|