LWM
LBA Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59K | Hold |
529
| – | – | 0.03% | 188 |
|
|
2016
Q4 | $55K | Sell |
529
-160
| -23% | -$16.6K | 0.03% | 184 |
|
|
2016
Q3 | $75K | Buy |
689
+86
| +14% | +$9.36K | 0.04% | 170 |
|
|
2016
Q2 | $64K | Hold |
603
| – | – | 0.04% | 178 |
|
|
2016
Q1 | $62K | Sell |
603
-382
| -39% | -$39.3K | 0.04% | 183 |
|
|
2015
Q4 | $98K | Buy |
985
+160
| +19% | +$15.9K | 0.06% | 163 |
|
|
2015
Q3 | $78K | Buy |
825
+800
| +3,200% | +$75.6K | 0.05% | 163 |
|
|
2015
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 300 |
|
|
2015
Q1 | $2K | Sell |
25
-101
| -80% | -$8.08K | ﹤0.01% | 295 |
|
|
2014
Q4 | $12K | Hold |
126
| – | – | 0.01% | 224 |
|
|
2014
Q3 | $12K | Hold |
126
| – | – | 0.01% | 271 |
|
|
2014
Q2 | $11K | Hold |
126
| – | – | 0.01% | 203 |
|
|
2014
Q1 | $11K | Buy |
126
+14
| +13% | +$1.22K | 0.01% | 196 |
|
|
2013
Q4 | $9K | Buy |
+112
| New | +$9K | 0.01% | 214 |
|