Commonwealth Equity Services’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,399
| Closed | -$13K | – | 4184 |
|
|
2024
Q1 | $13K | Sell |
11,399
-2,140
| -16% | -$2.44K | ﹤0.01% | 3983 |
|
|
2023
Q4 | $27K | Sell |
13,539
-32,373
| -71% | -$64.6K | ﹤0.01% | 3805 |
|
|
2023
Q3 | $102K | Sell |
45,912
-13,300
| -22% | -$29.5K | ﹤0.01% | 3568 |
|
|
2023
Q2 | $255K | Sell |
59,212
-1,787
| -3% | -$7.7K | ﹤0.01% | 3187 |
|
|
2023
Q1 | $234 | Buy |
60,999
+2,100
| +4% | +$8 | ﹤0.01% | 3175 |
|
|
2022
Q4 | $240K | Buy |
58,899
+5,000
| +9% | +$20.4K | ﹤0.01% | 3069 |
|
|
2022
Q3 | $232K | Buy |
53,899
+2,500
| +5% | +$10.8K | ﹤0.01% | 3049 |
|
|
2022
Q2 | $144K | Buy |
+51,399
| New | +$144K | ﹤0.01% | 3298 |
|