Shine Investment Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $284K | Hold |
2,052
| – | – | 0.1% | 105 |
|
|
2020
Q2 | $271K | Sell |
2,052
-61
| -3% | -$8.06K | 0.1% | 101 |
|
|
2020
Q1 | $254K | Hold |
2,113
| – | – | 0.12% | 92 |
|
|
2019
Q4 | $289K | Buy |
2,113
+137
| +7% | +$18.7K | 0.12% | 101 |
|
|
2019
Q3 | $271K | Buy |
1,976
+100
| +5% | +$13.7K | 0.13% | 91 |
|
|
2019
Q2 | $246K | Buy |
1,876
+100
| +6% | +$13.1K | 0.11% | 102 |
|
|
2019
Q1 | $218K | Hold |
1,776
| – | – | 0.1% | 112 |
|
|
2018
Q4 | $196K | Sell |
1,776
-57
| -3% | -$6.29K | 0.1% | 106 |
|
|
2018
Q3 | $205K | Buy |
1,833
+9
| +0.5% | +$1.01K | 0.11% | 105 |
|
|
2018
Q2 | $199K | Buy |
1,824
+33
| +2% | +$3.6K | 0.1% | 105 |
|
|
2018
Q1 | $195K | Hold |
1,791
| – | – | 0.1% | 103 |
|
|
2017
Q4 | $215K | Sell |
1,791
-285
| -14% | -$34.2K | 0.11% | 98 |
|
|
2017
Q3 | $231K | Sell |
2,076
-176
| -8% | -$19.6K | 0.12% | 91 |
|
|
2017
Q2 | $260K | Hold |
2,252
| – | – | 0.13% | 81 |
|
|
2017
Q1 | $252K | Buy |
+2,252
| New | +$252K | 0.17% | 71 |
|