RTD Financial Advisors’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,448
Closed -$575K 104
2022
Q2
$575K Sell
3,448
-19
-0.5% -$3.17K 0.09% 73
2022
Q1
$580K Buy
3,467
+19
+0.6% +$3.18K 0.08% 71
2021
Q4
$599K Buy
+3,448
New +$599K 0.08% 74