AWM
Aevitas Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-624
| Closed | -$17K | – | 221 |
|
|
2019
Q1 | $17K | Hold |
624
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $16K | Sell |
624
-782
| -56% | -$20.1K | 0.02% | 266 |
|
|
2018
Q3 | $33K | Hold |
1,406
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $172K | Hold |
1,406
| – | – | 0.17% | 109 |
|
|
2018
Q1 | $166K | Hold |
1,406
| – | – | 0.17% | 109 |
|
|
2017
Q4 | $136K | Buy |
+1,406
| New | +$136K | 0.13% | 119 |
|