Aris Wealth Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $83K | Sell |
879
-1,280
| -59% | -$121K | 0.17% | 58 |
|
|
2015
Q2 | $202K | Buy |
2,159
+75
| +4% | +$7.02K | 0.19% | 104 |
|
|
2015
Q1 | $199K | Buy |
+2,084
| New | +$199K | 0.19% | 100 |
|
|
2014
Q1 | – | Sell |
-2,690
| Closed | -$223K | – | 101 |
|
|
2013
Q4 | $223K | Sell |
2,690
-57
| -2% | -$4.73K | 0.38% | 79 |
|
|
2013
Q3 | $218K | Buy |
+2,747
| New | +$218K | 0.4% | 75 |
|