Carroll Financial 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
Q4 | $6K | Sell |
134
-28
| -17% | -$1.25K | ﹤0.01% | 1289 |
|
|
2021
Q3 | $8K | Buy |
162
+28
| +21% | +$1.38K | ﹤0.01% | 1275 |
|
|
2021
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 1332 |
|
|
2020
Q4 | $5K | Hold |
134
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q3 | $4K | Hold |
134
| – | – | ﹤0.01% | 1223 |
|
|
2020
Q2 | $4K | Hold |
134
| – | – | ﹤0.01% | 1236 |
|
|
2020
Q1 | $2K | Hold |
134
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q4 | $3K | Sell |
134
-60
| -31% | -$1.34K | ﹤0.01% | 1317 |
|
|
2019
Q3 | $4K | Hold |
194
| – | – | ﹤0.01% | 1226 |
|
|
2019
Q2 | $4K | Buy |
194
+134
| +223% | +$2.76K | ﹤0.01% | 1253 |
|
|
2019
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1300 |
|
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1167 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1122 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1142 |
|
|
2017
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1126 |
|