Elite Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Hold |
0
| – | – | – | 251 |
|
|
2014
Q4 | – | Sell |
-452
| Closed | -$42K | – | 375 |
|
|
2014
Q3 | $42K | Hold |
452
| – | – | 0.04% | 122 |
|
|
2014
Q2 | $40K | Sell |
452
-61
| -12% | -$5.4K | 0.04% | 120 |
|
|
2014
Q1 | $43K | Sell |
513
-29
| -5% | -$2.43K | 0.03% | 128 |
|
|
2013
Q4 | $45K | Sell |
542
-696
| -56% | -$57.8K | 0.03% | 168 |
|
|
2013
Q3 | $98K | Sell |
1,238
-11,281
| -90% | -$893K | 0.09% | 119 |
|
|
2013
Q2 | $1.02M | Buy |
+12,519
| New | +$1.02M | 1.51% | 8 |
|