IFA
Index Fund Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,298
| Closed | -$220K | – | 101 |
|
|
2023
Q3 | $220K | Buy |
+1,298
| New | +$220K | 0.01% | 83 |
|
|
2022
Q4 | – | Sell |
-3,795
| Closed | -$620K | – | 94 |
|
|
2022
Q3 | $620K | Buy |
3,795
+619
| +19% | +$101K | 0.05% | 41 |
|
|
2022
Q2 | $529K | Buy |
3,176
+135
| +4% | +$22.5K | 0.04% | 46 |
|
|
2022
Q1 | $509K | Sell |
3,041
-131
| -4% | -$21.9K | 0.04% | 56 |
|
|
2021
Q4 | $551K | Buy |
+3,172
| New | +$551K | 0.04% | 55 |
|