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Spectrum Investment Advisors’s PepsiCo PEP Stock Holding History

Spectrum Investment Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,507
Closed -$789K – 34
2024
Q1 		$789K Buy
4,507
+15
+0.3% +$2.63K 0.58% 18
2023
Q4 		$763K Buy
+4,492
New +$763K 0.6% 17