BSW Wealth Partners’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-153,306
| Closed | -$308K | – | 322 |
|
|
2023
Q4 | $308K | Hold |
153,306
| – | – | 0.06% | 201 |
|
|
2023
Q3 | $340K | Sell |
153,306
-190,731
| -55% | -$423K | 0.08% | 150 |
|
|
2023
Q2 | $1.48M | Sell |
344,037
-55,963
| -14% | -$241K | 0.31% | 45 |
|
|
2023
Q1 | $1.54M | Buy |
+400,000
| New | +$1.54M | 0.32% | 47 |
|