JOYN Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $471K | Buy |
3,925
+60
| +2% | +$7.2K | 0.16% | 50 |
|
|
2019
Q4 | $528K | Sell |
3,865
-46
| -1% | -$6.28K | 0.11% | 48 |
|
|
2019
Q3 | $536K | Sell |
3,911
-286
| -7% | -$39.2K | 0.12% | 46 |
|
|
2019
Q2 | $522K | Buy |
4,197
+566
| +16% | +$70.4K | 0.12% | 52 |
|
|
2019
Q1 | $445K | Sell |
3,631
-329
| -8% | -$40.3K | 0.1% | 53 |
|
|
2018
Q4 | $437K | Buy |
3,960
+601
| +18% | +$66.3K | 0.1% | 55 |
|
|
2018
Q3 | $376K | Buy |
3,359
+298
| +10% | +$33.4K | 0.07% | 74 |
|
|
2018
Q2 | $333K | Buy |
3,061
+1,674
| +121% | +$182K | 0.07% | 84 |
|
|
2018
Q1 | $151K | Sell |
1,387
-812
| -37% | -$88.4K | 0.03% | 157 |
|
|
2017
Q4 | $264K | Buy |
+2,199
| New | +$264K | 0.06% | 135 |
|