Engrave Wealth Partners’s PepsiCo PEP Stock Holding History

Engrave Wealth Partners’s Portfolio PEP Stock Details PEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$260K	Buy
2023 Q3	$254K	Sell
2023 Q2	$282K	Hold
2023 Q1	$288K	Hold
2022 Q4	$261K	Sell
2022 Q3	$290K	Buy
2020 Q3	–	Sell
2020 Q2	$153K	Buy
2020 Q1	$138K	Buy
2019 Q4	$157K	Buy