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Fortis Capital Advisors’s PepsiCo PEP Stock Holding History

Fortis Capital Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-668
Closed -$122K – 462
2023
Q1 		$122K Sell
668
-2,021
-75% -$368K 0.07% 151
2022
Q4 		$486K Buy
+2,689
New +$486K 0.29% 52