WFG Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $415K | Buy |
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|
2016
Q3 | $417K | Sell |
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|
2016
Q2 | $456K | Sell |
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|
2016
Q1 | $431K | Sell |
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|
2015
Q4 | $477K | Buy |
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|
2015
Q3 | $333K | Buy |
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|
2015
Q2 | $293K | Buy |
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|
2015
Q1 | $284K | Buy |
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|
2014
Q4 | $250K | Buy |
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|
2014
Q3 | $115K | Buy |
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|
2014
Q2 | $39K | Buy |
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|
2014
Q1 | $9K | Sell |
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|
2013
Q4 | $32K | Buy |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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