AWM
Atticus Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-39
| Closed | -$1K | – | 432 |
|
|
2021
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 331 |
|
|
2020
Q4 | $1K | Buy |
39
+1
| +3% | +$26 | ﹤0.01% | 327 |
|
|
2020
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $1K | Sell |
38
-1
| -3% | -$26 | ﹤0.01% | 290 |
|
|
2020
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 291 |
|