TPWA
TRUE Private Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-238
| Closed | -$6K | – | 749 |
|
|
2020
Q3 | $6K | Hold |
238
| – | – | ﹤0.01% | 547 |
|
|
2020
Q2 | $6K | Hold |
238
| – | – | ﹤0.01% | 539 |
|
|
2020
Q1 | $5K | Sell |
238
-3,300
| -93% | -$69.3K | ﹤0.01% | 523 |
|
|
2019
Q4 | $102K | Buy |
+3,538
| New | +$102K | 0.02% | 286 |
|
|
2018
Q4 | – | Sell |
-271
| Closed | -$6.28K | – | 609 |
|
|
2018
Q3 | $6.28K | Buy |
+271
| New | +$6.28K | ﹤0.01% | 850 |
|
|
2017
Q2 | – | Sell |
-2,520
| Closed | -$243K | – | 156 |
|
|
2017
Q1 | $243K | Sell |
2,520
-45
| -2% | -$4.34K | 0.06% | 128 |
|
|
2016
Q4 | $231K | Buy |
2,565
+45
| +2% | +$4.05K | 0.06% | 134 |
|
|
2016
Q3 | $220K | Sell |
2,520
-45
| -2% | -$3.93K | 0.07% | 130 |
|
|
2016
Q2 | $247K | Buy |
2,565
+5
| +0.2% | +$481 | 0.08% | 118 |
|
|
2016
Q1 | $229K | Buy |
2,560
+40
| +2% | +$3.58K | 0.09% | 111 |
|
|
2015
Q4 | $235K | Buy |
+2,520
| New | +$235K | 0.1% | 81 |
|