Independence Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $223K | Hold |
1,609
| – | – | 0.05% | 92 |
|
|
2020
Q2 | $213K | Sell |
1,609
-81
| -5% | -$10.7K | 0.05% | 91 |
|
|
2020
Q1 | $203K | Sell |
1,690
-95
| -5% | -$11.4K | 0.06% | 81 |
|
|
2019
Q4 | $244K | Sell |
1,785
-200
| -10% | -$27.3K | 0.06% | 84 |
|
|
2019
Q3 | $272K | Sell |
1,985
-191
| -9% | -$26.2K | 0.07% | 76 |
|
|
2019
Q2 | $285K | Buy |
2,176
+290
| +15% | +$38K | 0.07% | 74 |
|
|
2019
Q1 | $231K | Hold |
1,886
| – | – | 0.07% | 82 |
|
|
2018
Q4 | $208K | Sell |
1,886
-59
| -3% | -$6.51K | 0.07% | 80 |
|
|
2018
Q3 | $217K | Buy |
+1,945
| New | +$217K | 0.06% | 80 |
|
|
2017
Q4 | – | Sell |
-1,959
| Closed | -$218K | – | 79 |
|
|
2017
Q3 | $218K | Buy |
+1,959
| New | +$218K | 0.09% | 64 |
|