Clearstead Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65K | Hold |
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|
2025
Q1 | $8.31K | Hold |
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|
2024
Q4 | $8.53K | Hold |
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|
2024
Q3 | $9.39K | Hold |
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|
2024
Q2 | $10.2K | Hold |
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|
2024
Q1 | $9.68K | Hold |
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|
2023
Q4 | $9.94K | Sell |
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|
2023
Q3 | $18.8K | Buy |
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|
2023
Q2 | $9.67K | Hold |
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|
2023
Q1 | $10.5K | Hold |
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|
2022
Q4 | $9.31K | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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