Cetera Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,797
| Closed | -$327K | – | 57 |
|
|
2017
Q2 | $327K | Sell |
2,797
-757
| -21% | -$88.5K | 0.41% | 82 |
|
|
2017
Q1 | $398K | Sell |
3,554
-3,070
| -46% | -$344K | 0.46% | 81 |
|
|
2016
Q4 | $693K | Sell |
6,624
-1,080
| -14% | -$113K | 0.52% | 70 |
|
|
2016
Q3 | $838K | Sell |
7,704
-1,102
| -13% | -$120K | 0.54% | 68 |
|
|
2016
Q2 | $933K | Sell |
8,806
-1,767
| -17% | -$187K | 0.55% | 68 |
|
|
2016
Q1 | $1.08M | Sell |
10,573
-606
| -5% | -$61.8K | 0.56% | 63 |
|
|
2015
Q4 | $1.11M | Buy |
+11,179
| New | +$1.11M | 0.45% | 88 |
|