SWM
Strategic Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 70 |
|
|
2021
Q3 | $2K | Sell |
11
-55
| -83% | -$10K | ﹤0.01% | 68 |
|
|
2021
Q2 | $10K | Hold |
66
| – | – | 0.01% | 70 |
|
|
2021
Q1 | $9K | Hold |
66
| – | – | 0.01% | 68 |
|
|
2020
Q4 | $10K | Sell |
66
-55
| -45% | -$8.33K | 0.01% | 63 |
|
|
2020
Q3 | $17K | Sell |
121
-4,440
| -97% | -$624K | 0.01% | 62 |
|
|
2020
Q2 | $603K | Buy |
4,561
+1,550
| +51% | +$205K | 0.56% | 36 |
|
|
2020
Q1 | $362K | Buy |
+3,011
| New | +$362K | 0.48% | 21 |
|