DWA
Dougherty Wealth Advisers’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-165
| Closed | -$24K | – | 140 |
|
|
2020
Q4 | $24K | Hold |
165
| – | – | 0.04% | 126 |
|
|
2020
Q3 | $23K | Hold |
165
| – | – | 0.08% | 127 |
|
|
2020
Q2 | $22K | Hold |
165
| – | – | 0.08% | 135 |
|
|
2020
Q1 | $20K | Hold |
165
| – | – | 0.08% | 136 |
|
|
2019
Q4 | $23K | Hold |
165
| – | – | 0.07% | 147 |
|
|
2019
Q3 | $23K | Hold |
165
| – | – | 0.08% | 143 |
|
|
2019
Q2 | $22K | Hold |
165
| – | – | 0.06% | 170 |
|
|
2019
Q1 | $20K | Hold |
165
| – | – | 0.07% | 154 |
|
|
2018
Q4 | $19K | Buy |
+165
| New | +$19K | 0.06% | 162 |
|