Independent Order of Foresters’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-750
| Closed | -$98K | – | 18 |
|
|
2019
Q2 | $98K | Hold |
750
| – | – | 0.09% | 21 |
|
|
2019
Q1 | $92K | Sell |
750
-640
| -46% | -$78.5K | 0.09% | 23 |
|
|
2018
Q4 | $154K | Sell |
1,390
-10
| -0.7% | -$1.11K | 0.17% | 18 |
|
|
2018
Q3 | $157K | Hold |
1,400
| – | – | 0.14% | 20 |
|
|
2018
Q2 | $152K | Buy |
+1,400
| New | +$152K | 0.22% | 19 |
|