OptiFour Integrated Wealth Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$821K Hold
6,008
0.56% 24
2019
Q3
$824K Hold
6,008
0.58% 24
2019
Q2
$788K Buy
+6,008
New +$788K 0.55% 25
2018
Q1
Sell
-1,675
Closed -$201K 62
2017
Q4
$201K Buy
+1,675
New +$201K 0.17% 60