Bartlett & Co’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16K | Hold |
320
| – | – | ﹤0.01% | 917 |
|
|
2023
Q3 | $15K | Hold |
320
| – | – | ﹤0.01% | 869 |
|
|
2023
Q2 | $15K | Hold |
320
| – | – | ﹤0.01% | 866 |
|
|
2023
Q1 | $17K | Hold |
320
| – | – | ﹤0.01% | 734 |
|
|
2022
Q4 | $15K | Hold |
320
| – | – | ﹤0.01% | 768 |
|
|
2022
Q3 | $12K | Sell |
320
-106
| -25% | -$3.98K | ﹤0.01% | 789 |
|
|
2022
Q2 | $21K | Buy |
+426
| New | +$21K | ﹤0.01% | 723 |
|