US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-331
| Closed | -$30K | – | 227 |
|
|
2016
Q1 | $30K | Sell |
331
-272
| -45% | -$24.7K | 0.05% | 124 |
|
|
2015
Q4 | $56K | Sell |
603
-16
| -3% | -$1.49K | 0.05% | 131 |
|
|
2015
Q3 | $49K | Buy |
619
+16
| +3% | +$1.27K | 0.08% | 105 |
|
|
2015
Q2 | $44K | Hold |
603
| – | – | 0.04% | 114 |
|
|
2015
Q1 | $47K | Hold |
603
| – | – | 0.04% | 114 |
|
|
2014
Q4 | $43K | Buy |
+603
| New | +$43K | 0.04% | 119 |
|