West Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-172
| Closed | -$16.7K | – | 359 |
|
|
2017
Q4 | $16.7K | Hold |
172
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $15.2K | Hold |
172
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $15.7K | Sell |
172
-87
| -34% | -$7.93K | 0.01% | 261 |
|
|
2017
Q1 | $25.4K | Buy |
+259
| New | +$25.4K | 0.02% | 225 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$14.5K | – | 381 |
|
|
2016
Q2 | $14.5K | Buy |
+150
| New | +$14.5K | 0.01% | 249 |
|