Jackson Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,657
| Closed | -$2.39M | – | 96 |
|
|
2018
Q1 | $2.39M | Sell |
21,657
-2,694
| -11% | -$297K | 0.67% | 37 |
|
|
2017
Q4 | $2.88M | Buy |
24,351
+137
| +0.6% | +$16.2K | 0.73% | 36 |
|
|
2017
Q3 | $2.68M | Buy |
+24,214
| New | +$2.68M | 0.73% | 31 |
|
|
2015
Q2 | – | Sell |
-16,799
| Closed | -$1.61M | – | 119 |
|
|
2015
Q1 | $1.61M | Buy |
16,799
+108
| +0.6% | +$10.3K | 0.52% | 70 |
|
|
2014
Q4 | $1.58M | Buy |
+16,691
| New | +$1.58M | 0.51% | 70 |
|