EverSource Wealth Advisors’s National Beverage FIZZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.5K	Buy	697 +433	+164%	+$15K	﹤0.01%	2406
2025 Q4	$8.42K	Buy	264 +69	+35%	+$2.37K	﹤0.01%	2882
2025 Q3	$7.2K	Sell	195 -108	-36%	-$4.67K	﹤0.01%	2984
2025 Q2	$13.1K	Buy	303 +212	+233%	+$9.33K	﹤0.01%	2621
2025 Q1	$3.78K	Buy	91 +21	+30%	+$865	﹤0.01%	2631
2024 Q4	$2.99K	Buy	70 +55	+367%	+$2.57K	﹤0.01%	2563
2024 Q3	$704	Hold	15	–	–	﹤0.01%	2790
2024 Q2	$732	Buy	15 +6	+67%	+$281	﹤0.01%	2798
2024 Q1	$401	Sell	9 -2	-18%	-$98	﹤0.01%	2760
2023 Q4	$547	Buy	+11	New	+$526	﹤0.01%	2506
2023 Q3	–	Sell	-19	Closed	-$919	–	2566
2023 Q2	$919	Buy	+19	New	+$954	﹤0.01%	2257
2022 Q3	–	Sell	-126	Closed	-$6K	–	2014
2022 Q2	$6K	Hold	126	–	–	﹤0.01%	1195
2022 Q1	$5K	Buy	+126	New	+$5.48K	﹤0.01%	1243