Anchor Capital Advisors’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39,412
| Closed | -$79.2K | – | 252 |
|
|
2023
Q4 | $79.2K | Sell |
39,412
-217,345
| -85% | -$437K | ﹤0.01% | 234 |
|
|
2023
Q3 | $570K | Hold |
256,757
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $1.11M | Buy |
256,757
+55,040
| +27% | +$237K | 0.03% | 164 |
|
|
2023
Q1 | $777K | Sell |
201,717
-375
| -0.2% | -$1.44K | 0.02% | 187 |
|
|
2022
Q4 | $827K | Buy |
202,092
+1,200
| +0.6% | +$4.91K | 0.02% | 188 |
|
|
2022
Q3 | $868K | Buy |
+200,892
| New | +$868K | 0.02% | 183 |
|