C.M. Bidwell & Associates’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-830
| Closed | -$35K | – | 522 |
|
|
2020
Q4 | $35K | Sell |
830
-250
| -23% | -$10.5K | 0.03% | 311 |
|
|
2020
Q3 | $37K | Buy |
+1,080
| New | +$37K | 0.03% | 276 |
|
|
2018
Q1 | – | Sell |
-750
| Closed | -$37K | – | 401 |
|
|
2017
Q4 | $37K | Sell |
750
-6,620
| -90% | -$327K | 0.03% | 260 |
|
|
2017
Q3 | $457K | Buy |
7,370
+2,720
| +58% | +$169K | 0.7% | 39 |
|
|
2017
Q2 | $218K | Buy |
4,650
+450
| +11% | +$21.1K | 0.05% | 143 |
|
|
2017
Q1 | $178K | Sell |
4,200
-510
| -11% | -$21.6K | 0.04% | 167 |
|
|
2016
Q4 | $120K | Buy |
+4,710
| New | +$120K | 0.03% | 190 |
|