Abundance Wealth Counselors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,922
| Closed | -$350K | – | 124 |
|
|
2023
Q1 | $350K | Sell |
1,922
-16
| -0.8% | -$2.91K | 0.09% | 116 |
|
|
2022
Q4 | $350K | Sell |
1,938
-54
| -3% | -$9.75K | 0.1% | 110 |
|
|
2022
Q3 | $325K | Buy |
1,992
+70
| +4% | +$11.4K | 0.09% | 105 |
|
|
2022
Q2 | $320K | Hold |
1,922
| – | – | 0.09% | 112 |
|
|
2022
Q1 | $322K | Buy |
+1,922
| New | +$322K | 0.09% | 111 |
|