SWA
Sutton Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.71K | Buy |
276
+138
| +100% | +$4.36K | ﹤0.01% | 501 |
|
|
2023
Q2 | $4.32K | Buy |
138
+131
| +1,871% | +$4.1K | ﹤0.01% | 591 |
|
|
2023
Q1 | $247 | Sell |
7
-9
| -56% | -$318 | ﹤0.01% | 780 |
|
|
2022
Q4 | $571 | Hold |
16
| – | – | ﹤0.01% | 1462 |
|
|
2022
Q3 | $573 | Buy |
16
+9
| +129% | +$322 | ﹤0.01% | 1446 |
|
|
2022
Q2 | $248 | Hold |
7
| – | – | ﹤0.01% | 1558 |
|
|
2022
Q1 | $265 | Hold |
7
| – | – | ﹤0.01% | 1554 |
|
|
2021
Q4 | $258 | Hold |
7
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q3 | $239 | Hold |
7
| – | – | ﹤0.01% | 1293 |
|
|
2021
Q2 | $247 | Hold |
7
| – | – | ﹤0.01% | 1272 |
|
|
2021
Q1 | $241 | Hold |
7
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q4 | $224 | Hold |
7
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q3 | $193 | Hold |
7
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q2 | $199 | Hold |
7
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q1 | $170 | Hold |
7
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q4 | $203 | Hold |
7
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q3 | $191 | Hold |
7
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q2 | $202 | Hold |
7
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q1 | $196 | Hold |
7
| – | – | ﹤0.01% | 1162 |
|
|
2018
Q4 | $179 | Sell |
7
-9
| -56% | -$230 | ﹤0.01% | 1120 |
|
|
2018
Q3 | $371 | Buy |
+16
| New | +$371 | ﹤0.01% | 1104 |
|