Valley Wealth Managers’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
Q2 | – | Sell |
-12,665
| Closed | -$994K | – | 102 |
|
|
2015
Q1 | $994K | Sell |
12,665
-825
| -6% | -$64.7K | 0.17% | 81 |
|
|
2014
Q4 | $967K | Sell |
13,490
-5
| -0% | -$358 | 0.17% | 79 |
|
|
2014
Q3 | $868K | Sell |
13,495
-125
| -0.9% | -$8.04K | 0.17% | 79 |
|
|
2014
Q2 | $798K | Buy |
13,620
+725
| +6% | +$42.5K | 0.15% | 81 |
|
|
2014
Q1 | $702K | Buy |
+12,895
| New | +$702K | 0.14% | 82 |
|