LRWA
Long Run Wealth Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,362
| Closed | -$222K | – | 96 |
|
|
2022
Q3 | $222K | Sell |
1,362
-373
| -21% | -$60.8K | 0.09% | 89 |
|
|
2022
Q2 | $289K | Buy |
1,735
+330
| +23% | +$55K | 0.11% | 81 |
|
|
2022
Q1 | $235K | Hold |
1,405
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $243K | Buy |
+1,405
| New | +$243K | 0.08% | 95 |
|