Advisornet Financial’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$746 | – | 2189 |
|
|
2023
Q4 | $746 | Buy |
15
+6
| +67% | +$298 | ﹤0.01% | 1979 |
|
|
2023
Q3 | $423 | Sell |
9
-6
| -40% | -$282 | ﹤0.01% | 2018 |
|
|
2023
Q2 | $725 | Sell |
15
-1
| -6% | -$48 | ﹤0.01% | 1966 |
|
|
2023
Q1 | $844 | Buy |
16
+7
| +78% | +$369 | ﹤0.01% | 1928 |
|
|
2022
Q4 | $419 | Buy |
+9
| New | +$419 | ﹤0.01% | 2068 |
|
|
2021
Q3 | – | Sell |
-1,944
| Closed | -$92K | – | 1909 |
|
|
2021
Q2 | $92K | Hold |
1,944
| – | – | 0.01% | 803 |
|
|
2021
Q1 | $95K | Hold |
1,944
| – | – | 0.01% | 758 |
|
|
2020
Q4 | $83K | Sell |
1,944
-600
| -24% | -$25.6K | 0.01% | 737 |
|
|
2020
Q3 | $87K | Hold |
2,544
| – | – | 0.01% | 706 |
|
|
2020
Q2 | $78K | Hold |
2,544
| – | – | 0.01% | 738 |
|
|
2020
Q1 | $54K | Hold |
2,544
| – | – | 0.01% | 764 |
|
|
2019
Q4 | $65K | Hold |
2,544
| – | – | 0.01% | 801 |
|
|
2019
Q3 | $56K | Sell |
2,544
-198
| -7% | -$4.36K | 0.01% | 853 |
|
|
2019
Q2 | $61K | Hold |
2,742
| – | – | 0.01% | 743 |
|
|
2019
Q1 | $79K | Sell |
2,742
-102
| -4% | -$2.94K | 0.01% | 614 |
|
|
2018
Q4 | $102K | Sell |
2,844
-148
| -5% | -$5.31K | 0.01% | 514 |
|
|
2018
Q3 | $174K | Sell |
2,992
-472
| -14% | -$27.4K | 0.02% | 446 |
|
|
2018
Q2 | $185K | Sell |
3,464
-366
| -10% | -$19.5K | 0.03% | 412 |
|
|
2018
Q1 | $170K | Hold |
3,830
| – | – | 0.02% | 418 |
|
|
2017
Q4 | $187K | Buy |
+3,830
| New | +$187K | 0.03% | 362 |
|