AssetMark Inc’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72K | Buy |
63
+47
| +294% | +$2.03K | ﹤0.01% | 2336 |
|
|
2025
Q1 | $665 | Buy |
+16
| New | +$665 | ﹤0.01% | 2360 |
|
|
2018
Q4 | – | Sell |
-962
| Closed | -$56K | – | 1472 |
|
|
2018
Q3 | $56K | Sell |
962
-214
| -18% | -$12.5K | ﹤0.01% | 718 |
|
|
2018
Q2 | $63K | Buy |
1,176
+118
| +11% | +$6.32K | ﹤0.01% | 670 |
|
|
2018
Q1 | $47K | Buy |
1,058
+118
| +13% | +$5.24K | ﹤0.01% | 747 |
|
|
2017
Q4 | $46K | Buy |
+940
| New | +$46K | ﹤0.01% | 810 |
|