MPS Loria Financial Planners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-986
| Closed | -$139K | – | 443 |
|
|
2021
Q1 | $139K | Buy |
986
+8
| +0.8% | +$1.13K | 0.06% | 98 |
|
|
2020
Q4 | $141K | Buy |
978
+126
| +15% | +$18.2K | 0.06% | 98 |
|
|
2020
Q3 | $118K | Buy |
852
+13
| +2% | +$1.8K | 0.06% | 96 |
|
|
2020
Q2 | $111K | Buy |
+839
| New | +$111K | 0.06% | 94 |
|
|
2018
Q2 | – | Sell |
-2,036
| Closed | -$222K | – | 69 |
|
|
2018
Q1 | $222K | Buy |
2,036
+9
| +0.4% | +$981 | 0.16% | 65 |
|
|
2017
Q4 | $243K | Buy |
2,027
+10
| +0.5% | +$1.2K | 0.17% | 67 |
|
|
2017
Q3 | $225K | Hold |
2,017
| – | – | 0.16% | 67 |
|
|
2017
Q2 | $240K | Buy |
+2,017
| New | +$240K | 0.16% | 61 |
|