Sheets Smith Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-12,872
Closed -$360K 325
2019
Q1
$360K Buy
12,872
+7
+0.1% +$196 0.08% 247
2018
Q4
$330K Buy
+12,865
New +$330K 0.09% 215