Carolinas Wealth Consulting’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 |
-246
| Closed | -$11.9K | – | 1047 |
|
|
2023
Q2 | $11.9K | Hold |
246
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $13K | Hold |
246
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $11.4K | Hold |
246
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $9K | Hold |
246
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $12K | Hold |
246
| – | – | ﹤0.01% | 538 |
|
|
2022
Q1 | $11K | Sell |
246
-26
| -10% | -$1.16K | ﹤0.01% | 595 |
|
|
2021
Q4 | $12K | Hold |
272
| – | – | ﹤0.01% | 589 |
|
|
2021
Q3 | $14K | Hold |
272
| – | – | ﹤0.01% | 537 |
|
|
2021
Q2 | $13K | Hold |
272
| – | – | ﹤0.01% | 574 |
|
|
2021
Q1 | $13K | Sell |
272
-124
| -31% | -$5.93K | ﹤0.01% | 588 |
|
|
2020
Q4 | $18K | Hold |
396
| – | – | ﹤0.01% | 495 |
|
|
2020
Q3 | $13K | Buy |
+396
| New | +$13K | ﹤0.01% | 436 |
|