WAM
Worth Asset Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,850
| Closed | -$101K | – | 500 |
|
|
2023
Q1 | $101K | Hold |
2,850
| – | – | 0.08% | 131 |
|
|
2022
Q4 | $102K | Hold |
2,850
| – | – | 0.07% | 122 |
|
|
2022
Q3 | $102K | Sell |
2,850
-200
| -7% | -$7.16K | 0.07% | 94 |
|
|
2022
Q2 | $108K | Hold |
3,050
| – | – | 0.07% | 115 |
|
|
2022
Q1 | $112K | Buy |
+3,050
| New | +$112K | 0.07% | 116 |
|