MFGP
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Marshall Financial Group (Pennsylvania)’s PepsiCo PEP Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,720
Closed -$226K – 49
2019
Q2 		$226K Sell
1,720
-100
-5% -$13.1K 0.17% 47
2019
Q1 		$223K Hold
1,820
– – 0.18% 46
2018
Q4 		$201K Buy
+1,820
New +$201K 0.19% 48