Lighthouse Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.56M | Sell |
18,063
-729
| -4% | -$103K | 0.77% | 42 |
|
|
2020
Q4 | $2.79M | Buy |
18,792
+285
| +2% | +$42.3K | 0.94% | 30 |
|
|
2020
Q3 | $2.57M | Buy |
18,507
+265
| +1% | +$36.7K | 0.98% | 26 |
|
|
2020
Q2 | $2.4M | Buy |
18,242
+668
| +4% | +$88K | 1.01% | 24 |
|
|
2020
Q1 | $2.1M | Buy |
17,574
+2,170
| +14% | +$259K | 1.28% | 16 |
|
|
2019
Q4 | $2.1M | Buy |
+15,404
| New | +$2.1M | 0.99% | 25 |
|