Covestor’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 | $133K | Sell |
3,091
-330
| -10% | -$14.2K | 0.08% | 384 |
|
|
2025
Q1 | $142K | Buy |
3,421
+427
| +14% | +$17.7K | 0.09% | 281 |
|
|
2024
Q4 | $128K | Buy |
2,994
+375
| +14% | +$16K | 0.08% | 363 |
|
|
2024
Q3 | $123K | Sell |
2,619
-563
| -18% | -$26.4K | 0.08% | 398 |
|
|
2024
Q2 | $163K | Buy |
3,182
+202
| +7% | +$10.3K | 0.11% | 234 |
|
|
2024
Q1 | $141K | Buy |
2,980
+172
| +6% | +$8.14K | 0.09% | 309 |
|
|
2023
Q4 | $140K | Buy |
2,808
+187
| +7% | +$9.32K | 0.1% | 286 |
|
|
2023
Q3 | $123K | Buy |
2,621
+299
| +13% | +$14K | 0.09% | 306 |
|
|
2023
Q2 | $113K | Buy |
2,322
+156
| +7% | +$7.59K | 0.09% | 362 |
|
|
2023
Q1 | $114K | Buy |
2,166
+2
| +0.1% | +$105 | 0.1% | 307 |
|
|
2022
Q4 | $101K | Buy |
2,164
+310
| +17% | +$14.5K | 0.08% | 381 |
|
|
2022
Q3 | $71K | Sell |
1,854
-319
| -15% | -$12.2K | 0.06% | 543 |
|
|
2022
Q2 | $106K | Buy |
2,173
+2,160
| +16,615% | +$105K | 0.08% | 378 |
|
|
2022
Q1 | $1K | Sell |
13
-1,008
| -99% | -$77.5K | ﹤0.01% | 1805 |
|
|
2021
Q4 | $46K | Buy |
+1,021
| New | +$46K | 0.06% | 590 |
|