Bell Investment Advisors’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 | $1.82K | Hold |
42
| – | – | ﹤0.01% | 1394 |
|
|
2025
Q1 | $1.75K | Hold |
42
| – | – | ﹤0.01% | 1355 |
|
|
2024
Q4 | $1.79K | Hold |
42
| – | – | ﹤0.01% | 1381 |
|
|
2024
Q3 | $1.97K | Hold |
42
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q2 | $2.15K | Sell |
42
-11
| -21% | -$564 | ﹤0.01% | 1319 |
|
|
2024
Q1 | $2.52K | Hold |
53
| – | – | ﹤0.01% | 1246 |
|
|
2023
Q4 | $2.64K | Buy |
53
+11
| +26% | +$547 | ﹤0.01% | 1209 |
|
|
2023
Q3 | $1.98K | Hold |
42
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $2.03K | Hold |
42
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q1 | $2.22K | Hold |
42
| – | – | ﹤0.01% | 1209 |
|
|
2022
Q4 | $1.95K | Hold |
42
| – | – | ﹤0.01% | 1307 |
|
|
2022
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 912 |
|