DMC Group’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,546
| Closed | -$213K | – | 133 |
|
|
2024
Q3 | $213K | Buy |
4,546
+192
| +4% | +$9.01K | 0.17% | 125 |
|
|
2024
Q2 | $223K | Hold |
4,354
| – | – | 0.19% | 117 |
|
|
2024
Q1 | $207K | Buy |
4,354
+23
| +0.5% | +$1.09K | 0.18% | 119 |
|
|
2023
Q4 | $215K | Sell |
4,331
-362
| -8% | -$18K | 0.2% | 116 |
|
|
2023
Q3 | $221K | Buy |
4,693
+186
| +4% | +$8.75K | 0.21% | 112 |
|
|
2023
Q2 | $218K | Sell |
4,507
-150
| -3% | -$7.25K | 0.22% | 112 |
|
|
2023
Q1 | $246K | Buy |
+4,657
| New | +$246K | 0.25% | 109 |
|