OAM
Optimal Asset Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.16M | Buy |
121,703
+264
| +0.2% | +$9.02K | 0.52% | 55 |
|
|
2021
Q2 | $4.28M | Hold |
121,439
| – | – | 0.51% | 61 |
|
|
2021
Q1 | $4.17M | Buy |
121,439
+93,400
| +333% | +$3.21M | 0.54% | 54 |
|
|
2020
Q4 | $897K | Buy |
28,039
+52
| +0.2% | +$1.66K | 0.13% | 249 |
|
|
2020
Q3 | $772K | Buy |
+27,987
| New | +$772K | 0.11% | 269 |
|