Aperio Group’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $477K | Buy |
|
|||||
|
2020
Q3 | $363K | Buy |
|
|||||
|
2020
Q2 | $295K | Sell |
|
|||||
|
2020
Q1 | $230K | Sell |
|
|||||
|
2019
Q4 | $312K | Sell |
|
|||||
|
2019
Q3 | $285K | Buy |
|
|||||
|
2019
Q2 | $167K | Buy |
|
|||||
|
2019
Q1 | $205K | Sell |
|
|||||
|
2018
Q4 | $309K | Sell |
|
|||||
|
2018
Q3 | $587K | Sell |
|
|||||
|
2018
Q2 | $584K | Sell |
|
|||||
|
2018
Q1 | $486K | Sell |
|
|||||
|
2017
Q4 | $628K | Buy |
|
|||||
|
2017
Q3 | $706K | Buy |
|
|||||
|
2017
Q2 | $495K | Buy |
|
|||||
|
2017
Q1 | $318K | Buy |
|