AWA
Aaron Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,420
| Closed | -$266K | – | 257 |
|
|
2022
Q3 | $266K | Buy |
7,420
+1,075
| +17% | +$38.5K | 0.05% | 173 |
|
|
2022
Q2 | $224K | Sell |
6,345
-197,215
| -97% | -$6.96M | 0.06% | 174 |
|
|
2022
Q1 | $5.37M | Buy |
203,560
+197,257
| +3,130% | +$5.2M | 0.07% | 119 |
|
|
2021
Q4 | $232K | Buy |
+6,303
| New | +$232K | 0.06% | 163 |
|
|
2021
Q2 | – | Sell |
-7,089
| Closed | -$243K | – | 162 |
|
|
2021
Q1 | $243K | Buy |
+7,089
| New | +$243K | 0.09% | 135 |
|