HGWM
Harvest Group Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-955
| Closed | -$142K | – | 516 |
|
|
2020
Q4 | $142K | Buy |
955
+55
| +6% | +$8.18K | 0.08% | 53 |
|
|
2020
Q3 | $125K | Buy |
900
+101
| +13% | +$14K | 0.09% | 54 |
|
|
2020
Q2 | $105K | Buy |
799
+4
| +0.5% | +$526 | 0.09% | 53 |
|
|
2020
Q1 | $95K | Buy |
795
+124
| +18% | +$14.8K | 0.1% | 55 |
|
|
2019
Q4 | $91K | Buy |
671
+2
| +0.3% | +$271 | 0.08% | 60 |
|
|
2019
Q3 | $92K | Buy |
669
+14
| +2% | +$1.93K | 0.11% | 58 |
|
|
2019
Q2 | $86K | Buy |
655
+2
| +0.3% | +$263 | 0.11% | 52 |
|
|
2019
Q1 | $80K | Buy |
+653
| New | +$80K | 0.07% | 67 |
|