Advocacy Wealth Management Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-40
| Closed | -$4K | – | 172 |
|
|
2018
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 161 |
|
|
2018
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 160 |
|
|
2018
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 184 |
|
|
2017
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 189 |
|
|
2017
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 247 |
|
|
2017
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 234 |
|
|
2017
Q1 | $4K | Sell |
40
-3
| -7% | -$300 | ﹤0.01% | 272 |
|
|
2016
Q4 | $4K | Sell |
43
-200
| -82% | -$18.6K | ﹤0.01% | 261 |
|
|
2016
Q3 | $26K | Buy |
243
+80
| +49% | +$8.56K | 0.01% | 172 |
|
|
2016
Q2 | $17K | Sell |
163
-543
| -77% | -$56.6K | 0.01% | 255 |
|
|
2016
Q1 | $72K | Buy |
706
+21
| +3% | +$2.14K | 0.05% | 152 |
|
|
2015
Q4 | $68K | Buy |
+685
| New | +$68K | 0.08% | 142 |
|
|
2013
Q3 | $210K | Buy |
2,475
+2,175
| +725% | +$185K | 0.57% | 38 |
|
|
2013
Q2 | $25K | Buy |
+300
| New | +$25K | 0.1% | 126 |
|