Clearstead Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65K | Hold |
200
| – | – | ﹤0.01% | 1925 |
|
|
2025
Q1 | $8.31K | Hold |
200
| – | – | ﹤0.01% | 1654 |
|
|
2024
Q4 | $8.53K | Hold |
200
| – | – | ﹤0.01% | 1612 |
|
|
2024
Q3 | $9.39K | Hold |
200
| – | – | ﹤0.01% | 1591 |
|
|
2024
Q2 | $10.2K | Hold |
200
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q1 | $9.68K | Hold |
200
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q4 | $9.94K | Sell |
200
-200
| -50% | -$9.94K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $18.8K | Buy |
400
+200
| +100% | +$9.4K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $9.67K | Hold |
200
| – | – | ﹤0.01% | 992 |
|
|
2023
Q1 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 941 |
|
|
2022
Q4 | $9.31K | Sell |
200
-54
| -21% | -$2.51K | ﹤0.01% | 907 |
|
|
2022
Q3 | $10K | Hold |
254
| – | – | ﹤0.01% | 885 |
|
|
2022
Q2 | $12K | Hold |
254
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $11K | Hold |
254
| – | – | ﹤0.01% | 971 |
|
|
2021
Q4 | $12K | Buy |
254
+200
| +370% | +$9.45K | ﹤0.01% | 908 |
|
|
2021
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 962 |
|