RWB
RMR Wealth Builders’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,514
| Closed | -$228K | – | 187 |
|
|
2021
Q3 | $228K | Hold |
1,514
| – | – | 0.07% | 167 |
|
|
2021
Q2 | $224K | Sell |
1,514
-736
| -33% | -$109K | 0.07% | 161 |
|
|
2021
Q1 | $318K | Buy |
2,250
+740
| +49% | +$105K | 0.08% | 129 |
|
|
2020
Q4 | $224K | Sell |
1,510
-1,868
| -55% | -$277K | 0.11% | 143 |
|
|
2020
Q3 | $468K | Buy |
3,378
+2,486
| +279% | +$344K | 0.12% | 123 |
|
|
2020
Q2 | $118K | Buy |
+892
| New | +$118K | 0.11% | 156 |
|
|
2019
Q4 | $163K | Buy |
+1,195
| New | +$163K | 0.16% | 129 |
|