Bartlett & Co Wealth Management’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 |
-320
| Closed | -$15.9K | – | 1161 |
|
|
2023
Q4 | $15.9K | Hold |
320
| – | – | ﹤0.01% | 919 |
|
|
2023
Q3 | $15K | Hold |
320
| – | – | ﹤0.01% | 871 |
|
|
2023
Q2 | $15.5K | Hold |
320
| – | – | ﹤0.01% | 863 |
|
|
2023
Q1 | $16.9K | Hold |
320
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $14.9K | Hold |
320
| – | – | ﹤0.01% | 773 |
|
|
2022
Q3 | $12.3K | Sell |
320
-106
| -25% | -$4.09K | ﹤0.01% | 790 |
|
|
2022
Q2 | $20.8K | Buy |
+426
| New | +$20.8K | ﹤0.01% | 731 |
|