Chessman Wealth Strategies RIA’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,920
| Closed | -$235K | – | 20 |
|
|
2019
Q1 | $235K | Sell |
1,920
-50
| -3% | -$6.12K | 0.2% | 18 |
|
|
2018
Q4 | $218K | Hold |
1,970
| – | – | 0.23% | 20 |
|
|
2018
Q3 | $220K | Sell |
1,970
-107
| -5% | -$11.9K | 0.19% | 31 |
|
|
2018
Q2 | $226K | Hold |
2,077
| – | – | 0.2% | 24 |
|
|
2018
Q1 | $227K | Buy |
2,077
+107
| +5% | +$11.7K | 0.29% | 23 |
|
|
2017
Q4 | $236K | Buy |
+1,970
| New | +$236K | 0.24% | 26 |
|