SWS
SYSTM Wealth Solutions’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,066
| Closed | -$1.31M | – | 373 |
|
|
2024
Q2 | $1.31M | Sell |
39,066
-26,183
| -40% | -$875K | 0.29% | 102 |
|
|
2024
Q1 | $2.01M | Sell |
65,249
-17,077
| -21% | -$525K | 0.25% | 115 |
|
|
2023
Q4 | $2.74M | Buy |
82,326
+15,496
| +23% | +$516K | 0.38% | 70 |
|
|
2023
Q3 | $2.11M | Buy |
66,830
+10,762
| +19% | +$340K | 0.32% | 81 |
|
|
2023
Q2 | $1.75M | Buy |
56,068
+14,040
| +33% | +$439K | 0.24% | 118 |
|
|
2023
Q1 | $1.48M | Sell |
42,028
-10,644
| -20% | -$376K | 0.23% | 117 |
|
|
2022
Q4 | $1.88M | Buy |
+52,672
| New | +$1.88M | 0.23% | 121 |
|