Lee Capital Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $982K | Hold |
9,000
| – | – | 0.74% | 49 |
|
|
2017
Q4 | $1.08M | Sell |
9,000
-9,000
| -50% | -$1.08M | 0.92% | 40 |
|
|
2017
Q3 | $2.01M | Hold |
18,000
| – | – | 1.62% | 23 |
|
|
2017
Q2 | $2.08M | Hold |
18,000
| – | – | 1.85% | 18 |
|
|
2017
Q1 | $2.01M | Sell |
18,000
-500
| -3% | -$55.9K | 1.8% | 17 |
|
|
2016
Q4 | $1.94M | Buy |
+18,500
| New | +$1.94M | 1.82% | 16 |
|