Berman Capital Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
162
+24
| +17% | +$1.19K | ﹤0.01% | 1255 |
|
|
2021
Q2 | $6K | Hold |
138
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q1 | $6K | Hold |
138
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q4 | $5K | Hold |
138
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q3 | $4K | Hold |
138
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q2 | $4K | Hold |
138
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q1 | $2K | Hold |
138
| – | – | ﹤0.01% | 1124 |
|
|
2019
Q4 | $3K | Hold |
138
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q3 | $3K | Buy |
+138
| New | +$3K | ﹤0.01% | 1071 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$1K | – | 1376 |
|
|
2018
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 989 |
|