Outlook Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,412
| Closed | -$451K | – | 171 |
|
|
2020
Q2 | $451K | Buy |
3,412
+45
| +1% | +$5.95K | 0.19% | 110 |
|
|
2020
Q1 | $404K | Buy |
+3,367
| New | +$404K | 0.23% | 91 |
|
|
2019
Q4 | – | Sell |
-3,637
| Closed | -$499K | – | 158 |
|
|
2019
Q3 | $499K | Sell |
3,637
-360
| -9% | -$49.4K | 0.3% | 74 |
|
|
2019
Q2 | $524K | Buy |
3,997
+130
| +3% | +$17K | 0.35% | 71 |
|
|
2019
Q1 | $474K | Buy |
3,867
+3,293
| +574% | +$404K | 0.39% | 72 |
|
|
2018
Q4 | $634K | Buy |
+574
| New | +$634K | 0.29% | 82 |
|