DPA
Delphi Private Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $2K | Hold |
16
| – | – | 0.01% | 73 |
|
|
2019
Q1 | $2K | Hold |
16
| – | – | 0.01% | 38 |
|
|
2018
Q4 | $2K | Sell |
16
-170
| -91% | -$21.3K | 0.01% | 45 |
|
|
2018
Q3 | $21K | Hold |
186
| – | – | 0.07% | 49 |
|
|
2018
Q2 | $20K | Hold |
186
| – | – | 0.07% | 56 |
|
|
2018
Q1 | $20K | Sell |
186
-698
| -79% | -$75.1K | 0.08% | 53 |
|
|
2017
Q4 | $106K | Buy |
884
+369
| +72% | +$44.2K | 0.26% | 36 |
|
|
2017
Q3 | $57K | Hold |
515
| – | – | 0.17% | 27 |
|
|
2017
Q2 | $59K | Sell |
515
-25
| -5% | -$2.86K | 0.12% | 34 |
|
|
2017
Q1 | $60K | Sell |
540
-215
| -28% | -$23.9K | 0.11% | 29 |
|
|
2016
Q4 | $79K | Sell |
755
-20
| -3% | -$2.09K | 0.14% | 31 |
|
|
2016
Q3 | $84K | Sell |
775
-227
| -23% | -$24.6K | 0.15% | 28 |
|
|
2016
Q2 | $106K | Buy |
1,002
+13
| +1% | +$1.38K | 0.19% | 28 |
|
|
2016
Q1 | $101K | Sell |
989
-99
| -9% | -$10.1K | 0.18% | 28 |
|
|
2015
Q4 | $109K | Buy |
+1,088
| New | +$109K | 0.19% | 31 |
|