BPWA
Beacon Pointe Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $342K | Buy |
2,512
+150
| +6% | +$20.4K | 0.06% | 201 |
|
|
2019
Q3 | $324K | Sell |
2,362
-4,065
| -63% | -$558K | 0.07% | 204 |
|
|
2019
Q2 | $841K | Sell |
6,427
-105
| -2% | -$13.7K | 0.18% | 111 |
|
|
2019
Q1 | $801K | Buy |
6,532
+356
| +6% | +$43.7K | 0.18% | 111 |
|
|
2018
Q4 | $683K | Buy |
+6,176
| New | +$683K | 0.25% | 102 |
|