Schechter Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,434
| Closed | -$448K | – | 678 |
|
|
2023
Q4 | $448K | Sell |
13,434
-7,464
| -36% | -$249K | 0.04% | 375 |
|
|
2023
Q3 | $660K | Buy |
20,898
+7,227
| +53% | +$228K | 0.06% | 293 |
|
|
2023
Q2 | $427K | Sell |
13,671
-7,007
| -34% | -$219K | 0.04% | 413 |
|
|
2023
Q1 | $730K | Sell |
20,678
-2,834
| -12% | -$100K | 0.07% | 321 |
|
|
2022
Q4 | $838K | Buy |
23,512
+2,261
| +11% | +$80.6K | 0.08% | 353 |
|
|
2022
Q3 | $762K | Buy |
21,251
+2,385
| +13% | +$85.5K | 0.08% | 372 |
|
|
2022
Q2 | $668K | Buy |
18,866
+544
| +3% | +$19.3K | 0.07% | 421 |
|
|
2022
Q1 | $695K | Buy |
18,322
+1,713
| +10% | +$65K | 0.06% | 425 |
|
|
2021
Q4 | $612K | Buy |
+16,609
| New | +$612K | 0.06% | 451 |
|