CAPTRUST Financial Advisors’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 |
-31,225
| Closed | -$62.8K | – | 2687 |
|
|
2023
Q4 | $62.8K | Sell |
31,225
-19,756
| -39% | -$39.7K | ﹤0.01% | 2570 |
|
|
2023
Q3 | $113K | Buy |
50,981
+1,101
| +2% | +$2.44K | ﹤0.01% | 2418 |
|
|
2023
Q2 | $215K | Buy |
+49,880
| New | +$215K | ﹤0.01% | 2212 |
|
|
2022
Q3 | – | Sell |
-211
| Closed | -$1K | – | 4138 |
|
|
2022
Q2 | $1K | Sell |
211
-739
| -78% | -$3.5K | ﹤0.01% | 4773 |
|
|
2022
Q1 | $4K | Buy |
+950
| New | +$4K | ﹤0.01% | 4287 |
|