KA
Kaizen Advisory’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $440K | Buy |
3,983
+739
| +23% | +$81.6K | 0.31% | 125 |
|
|
2018
Q3 | $363K | Hold |
3,244
| – | – | 0.19% | 131 |
|
|
2018
Q2 | $353K | Buy |
3,244
+1,869
| +136% | +$203K | 0.18% | 131 |
|
|
2018
Q1 | $150K | Hold |
1,375
| – | – | 0.15% | 107 |
|
|
2017
Q4 | $165K | Buy |
+1,375
| New | +$165K | 0.1% | 122 |
|