BWA
Burt Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$13K | – | 230 |
|
|
2020
Q4 | $13K | Hold |
400
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 263 |
|
|
2020
Q1 | $10K | Sell |
400
-40
| -9% | -$1K | ﹤0.01% | 268 |
|
|
2019
Q4 | $13K | Buy |
440
+40
| +10% | +$1.18K | 0.01% | 261 |
|
|
2019
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 265 |
|
|
2019
Q2 | $12K | Hold |
400
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $11K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 273 |
|
|
2018
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 300 |
|
|
2018
Q2 | $49K | Hold |
400
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $47K | Hold |
400
| – | – | 0.02% | 188 |
|
|
2017
Q4 | $39K | Buy |
+400
| New | +$39K | 0.02% | 199 |
|