Estate Counselors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,430
| Closed | -$954K | – | 174 |
|
|
2020
Q4 | $954K | Buy |
6,430
+2,750
| +75% | +$408K | 0.14% | 77 |
|
|
2020
Q3 | $510K | Buy |
3,680
+20
| +0.5% | +$2.77K | 0.08% | 85 |
|
|
2020
Q2 | $484K | Buy |
3,660
+130
| +4% | +$17.2K | 0.08% | 91 |
|
|
2020
Q1 | $424K | Buy |
+3,530
| New | +$424K | 0.07% | 90 |
|