Independence Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $244K | Sell |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $285K | Buy |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $217K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $218K | Buy |
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