Empowered Funds’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-37,640
| Closed | -$1.28M | – | 180 |
|
|
2020
Q3 | $1.28M | Buy |
+37,640
| New | +$1.28M | 0.4% | 95 |
|
|
2018
Q2 | – | Sell |
-24,756
| Closed | -$1.08M | – | 104 |
|
|
2018
Q1 | $1.08M | Buy |
24,756
+7,074
| +40% | +$309K | 0.39% | 89 |
|
|
2017
Q4 | $861K | Buy |
17,682
+4,926
| +39% | +$240K | 0.43% | 89 |
|
|
2017
Q3 | $791K | Buy |
+12,756
| New | +$791K | 0.51% | 70 |
|