SWM
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Southern Wealth Management’s PepsiCo PEP Stock Holding History

Southern Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,082
Closed -$275K – 57
2020
Q2 		$275K Sell
2,082
-121
-5% -$16K 0.05% 51
2020
Q1 		$265K Hold
2,203
– – 0.06% 48
2019
Q4 		$301K Buy
+2,203
New +$301K 0.06% 52