Marquette Asset Management’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-20
Closed -$1K 317
2022
Q2
$1K Buy
20
+2
+11% +$100 ﹤0.01% 261
2022
Q1
$1K Buy
+18
New +$1K ﹤0.01% 313