SPC
Salient Private Client’s PepsiCo PEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $12.4M | Sell |
111,037
-1,137
| -1% | -$127K | 2.42% | 6 |
|
2018
Q2 | $12.2M | Sell |
112,174
-10,864
| -9% | -$1.18M | 2.06% | 8 |
|
2018
Q1 | $13.4M | Buy |
123,038
+16,008
| +15% | +$1.75M | 2.36% | 5 |
|
2017
Q4 | $12.8M | Buy |
+107,030
| New | +$12.8M | 2.63% | 5 |
|