WGCA
Wolf Group Capital Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,433
| Closed | -$246K | – | 95 |
|
|
2014
Q4 | $246K | Sell |
3,433
-485
| -12% | -$34.8K | 0.18% | 93 |
|
|
2014
Q3 | $252K | Sell |
3,918
-10,726
| -73% | -$690K | 0.19% | 90 |
|
|
2014
Q2 | $858K | Hold |
14,644
| – | – | 0.62% | 62 |
|
|
2014
Q1 | $798K | Sell |
14,644
-805
| -5% | -$43.9K | 0.62% | 64 |
|
|
2013
Q4 | $753K | Buy |
+15,449
| New | +$753K | 0.61% | 61 |
|