Concord Wealth Partners’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 | $2.98K | Buy |
69
+15
| +28% | +$649 | ﹤0.01% | 687 |
|
|
2025
Q1 | $2.24K | Hold |
54
| – | – | ﹤0.01% | 665 |
|
|
2024
Q4 | $2.3K | Hold |
54
| – | – | ﹤0.01% | 699 |
|
|
2024
Q3 | $2.54K | Hold |
54
| – | – | ﹤0.01% | 719 |
|
|
2024
Q2 | $2.77K | Hold |
54
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $2.56K | Buy |
+54
| New | +$2.56K | ﹤0.01% | 726 |
|