Personal Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-192
| Closed | -$28K | – | 306 |
|
|
2021
Q2 | $28K | Buy |
+192
| New | +$28K | 0.01% | 188 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$27K | – | 451 |
|
|
2019
Q4 | $27K | Hold |
195
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $27K | Buy |
195
+5
| +3% | +$692 | 0.01% | 181 |
|
|
2019
Q2 | $25K | Buy |
+190
| New | +$25K | 0.01% | 172 |
|