DWM
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Defined Wealth Management’s PepsiCo PEP Stock Holding History

Defined Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-240
Closed -$36K – 165
2020
Q4 		$36K Buy
+240
New +$36K 0.04% 149