UFA
US Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,542
| Closed | -$501K | – | 111 |
|
|
2021
Q1 | $501K | Hold |
3,542
| – | – | 0.14% | 79 |
|
|
2020
Q4 | $525K | Buy |
+3,542
| New | +$525K | 0.16% | 66 |
|
|
2016
Q2 | – | Sell |
-339
| Closed | -$35K | – | 298 |
|
|
2016
Q1 | $35K | Sell |
339
-732
| -68% | -$75.6K | 0.06% | 107 |
|
|
2015
Q4 | $107K | Buy |
1,071
+59
| +6% | +$5.89K | 0.1% | 88 |
|
|
2015
Q3 | $95K | Hold |
1,012
| – | – | 0.16% | 74 |
|
|
2015
Q2 | $94K | Buy |
1,012
+133
| +15% | +$12.4K | 0.09% | 72 |
|
|
2015
Q1 | $84K | Hold |
879
| – | – | 0.08% | 77 |
|
|
2014
Q4 | $83K | Buy |
+879
| New | +$83K | 0.07% | 79 |
|