Benjamin F. Edwards & Company’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43
| Closed | -$2K | – | 1763 |
|
|
2023
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 1666 |
|
|
2023
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 1706 |
|
|
2022
Q2 | $2K | Sell |
43
-32
| -43% | -$1.49K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $3K | Sell |
75
-100
| -57% | -$4K | ﹤0.01% | 1607 |
|
|
2021
Q4 | $8K | Buy |
175
+75
| +75% | +$3.43K | ﹤0.01% | 1428 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1509 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$9K | – | 1511 |
|
|
2017
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1102 |
|