Clarus Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,502
| Closed | -$197K | – | 437 |
|
|
2019
Q2 | $197K | Buy |
1,502
+6
| +0.4% | +$787 | 0.14% | 110 |
|
|
2019
Q1 | $183K | Buy |
1,496
+22
| +1% | +$2.69K | 0.14% | 112 |
|
|
2018
Q4 | $163K | Buy |
1,474
+348
| +31% | +$38.5K | 0.26% | 105 |
|
|
2018
Q3 | $126K | Buy |
1,126
+221
| +24% | +$24.7K | 0.08% | 187 |
|
|
2018
Q2 | $99K | Buy |
+905
| New | +$99K | 0.07% | 194 |
|