Lynch & Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,827
| Closed | -$211K | – | 98 |
|
|
2017
Q2 | $211K | Sell |
1,827
-200
| -10% | -$23.1K | 0.08% | 95 |
|
|
2017
Q1 | $227K | Sell |
2,027
-66
| -3% | -$7.39K | 0.09% | 92 |
|
|
2016
Q4 | $219K | Sell |
2,093
-28
| -1% | -$2.93K | 0.09% | 97 |
|
|
2016
Q3 | $231K | Buy |
2,121
+50
| +2% | +$5.45K | 0.1% | 95 |
|
|
2016
Q2 | $219K | Sell |
2,071
-282
| -12% | -$29.8K | 0.1% | 99 |
|
|
2016
Q1 | $241K | Buy |
+2,353
| New | +$241K | 0.11% | 95 |
|