Disciplined Investments’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$629 | – | 615 |
|
|
2023
Q2 | $629 | Hold |
13
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q1 | $685 | Sell |
13
-2
| -13% | -$105 | ﹤0.01% | 1125 |
|
|
2022
Q4 | $698 | Buy |
15
+2
| +15% | +$93 | ﹤0.01% | 1042 |
|
|
2022
Q3 | $1K | Sell |
13
-3
| -19% | -$231 | ﹤0.01% | 899 |
|
|
2022
Q2 | $1K | Buy |
16
+4
| +33% | +$250 | ﹤0.01% | 916 |
|
|
2022
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 970 |
|