CWA
Cypress Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $256K | Sell |
2,087
-722
| -26% | -$88.6K | 0.29% | 64 |
|
|
2018
Q4 | $310K | Sell |
2,809
-972
| -26% | -$107K | 0.43% | 54 |
|
|
2018
Q3 | $423K | Buy |
3,781
+271
| +8% | +$30.3K | 0.44% | 56 |
|
|
2018
Q2 | $382K | Sell |
3,510
-1,184
| -25% | -$129K | 0.41% | 58 |
|
|
2018
Q1 | $512K | Hold |
4,694
| – | – | 0.55% | 54 |
|
|
2017
Q4 | $563K | Buy |
4,694
+1,097
| +30% | +$132K | 0.54% | 52 |
|
|
2017
Q3 | $401K | Sell |
3,597
-1,316
| -27% | -$147K | 0.65% | 38 |
|
|
2017
Q2 | $567K | Sell |
4,913
-13,204
| -73% | -$1.52M | 0.66% | 42 |
|
|
2017
Q1 | $2.03M | Buy |
18,117
+534
| +3% | +$59.7K | 0.92% | 23 |
|
|
2016
Q4 | $1.84M | Sell |
17,583
-17
| -0.1% | -$1.78K | 0.84% | 30 |
|
|
2016
Q3 | $1.91M | Buy |
17,600
+419
| +2% | +$45.6K | 0.86% | 27 |
|
|
2016
Q2 | $1.82M | Buy |
17,181
+36
| +0.2% | +$3.81K | 0.9% | 24 |
|
|
2016
Q1 | $1.76M | Buy |
17,145
+9
| +0.1% | +$922 | 0.8% | 27 |
|
|
2015
Q4 | $1.71M | Buy |
17,136
+74
| +0.4% | +$7.39K | 0.87% | 28 |
|
|
2015
Q3 | $1.61M | Sell |
17,062
-268
| -2% | -$25.3K | 0.87% | 24 |
|
|
2015
Q2 | $1.62M | Buy |
+17,330
| New | +$1.62M | 0.95% | 30 |
|