Taylor Wealth Management Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-110
| Closed | -$11K | – | 152 |
|
|
2016
Q1 | $11K | Hold |
110
| – | – | 0.01% | 113 |
|
|
2015
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 111 |
|
|
2015
Q3 | $10K | Sell |
110
-100
| -48% | -$9.09K | ﹤0.01% | 122 |
|
|
2015
Q2 | $20K | Hold |
210
| – | – | 0.01% | 128 |
|
|
2015
Q1 | $20K | Buy |
+210
| New | +$20K | 0.01% | 117 |
|