PMG
ProVise Management Group’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,390
| Closed | -$236K | – | 401 |
|
|
2021
Q4 | $236K | Hold |
6,390
| – | – | 0.02% | 344 |
|
|
2021
Q3 | $218K | Hold |
6,390
| – | – | 0.02% | 341 |
|
|
2021
Q2 | $225K | Hold |
6,390
| – | – | 0.02% | 355 |
|
|
2021
Q1 | $220K | Hold |
6,390
| – | – | 0.02% | 323 |
|
|
2020
Q4 | $204K | Buy |
+6,390
| New | +$204K | 0.02% | 319 |
|