SWA
SOA Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$882 | – | 962 |
|
|
2023
Q1 | $882 | Hold |
25
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $892 | Hold |
25
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 920 |
|
|
2022
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 955 |
|
|
2021
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 927 |
|
|
2021
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 943 |
|
|
2021
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 922 |
|
|
2021
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 840 |
|