Windsor Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $239K | Buy |
2,070
+236
| +13% | +$27.2K | 0.11% | 63 |
|
|
2017
Q1 | $205K | Buy |
+1,834
| New | +$205K | 0.09% | 72 |
|
|
2015
Q4 | – | Sell |
-3,438
| Closed | -$324K | – | 79 |
|
|
2015
Q3 | $324K | Buy |
3,438
+292
| +9% | +$27.5K | 0.16% | 63 |
|
|
2015
Q2 | $294K | Buy |
3,146
+62
| +2% | +$5.79K | 0.13% | 73 |
|
|
2015
Q1 | $295K | Buy |
+3,084
| New | +$295K | 0.13% | 74 |
|