LWS
Lucia Wealth Services’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $29K | Hold |
211
| – | – | 0.01% | 170 |
|
|
2020
Q2 | $28K | Sell |
211
-147
| -41% | -$19.5K | 0.01% | 164 |
|
|
2020
Q1 | $43K | Buy |
358
+8
| +2% | +$961 | 0.01% | 170 |
|
|
2019
Q4 | $48K | Buy |
350
+74
| +27% | +$10.1K | 0.01% | 156 |
|
|
2019
Q3 | $38K | Hold |
276
| – | – | 0.01% | 142 |
|
|
2019
Q2 | $36K | Hold |
276
| – | – | 0.01% | 151 |
|
|
2019
Q1 | $34K | Buy |
276
+140
| +103% | +$17.2K | 0.01% | 167 |
|
|
2018
Q4 | $15K | Sell |
136
-13
| -9% | -$1.43K | 0.01% | 158 |
|
|
2018
Q3 | $17K | Hold |
149
| – | – | 0.01% | 202 |
|
|
2018
Q2 | $16K | Buy |
149
+13
| +10% | +$1.4K | 0.01% | 187 |
|
|
2018
Q1 | $15K | Buy |
+136
| New | +$15K | ﹤0.01% | 176 |
|