WLPWM
Walled Lake Planning & Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-254
| Closed | -$9K | – | 214 |
|
|
2021
Q3 | $9K | Buy |
254
+2
| +0.8% | +$71 | 0.01% | 264 |
|
|
2021
Q2 | $9K | Buy |
252
+1
| +0.4% | +$36 | 0.01% | 251 |
|
|
2021
Q1 | $9K | Hold |
251
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $8K | Buy |
251
+1
| +0.4% | +$32 | 0.01% | 225 |
|
|
2020
Q3 | $7K | Buy |
+250
| New | +$7K | 0.01% | 237 |
|