EverSource Wealth Advisors’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 | $13.1K | Buy |
303
+212
| +233% | +$9.17K | ﹤0.01% | 2613 |
|
|
2025
Q1 | $3.78K | Buy |
91
+21
| +30% | +$872 | ﹤0.01% | 2629 |
|
|
2024
Q4 | $2.99K | Buy |
70
+55
| +367% | +$2.35K | ﹤0.01% | 2563 |
|
|
2024
Q3 | $704 | Hold |
15
| – | – | ﹤0.01% | 2790 |
|
|
2024
Q2 | $732 | Buy |
15
+6
| +67% | +$293 | ﹤0.01% | 2798 |
|
|
2024
Q1 | $401 | Sell |
9
-2
| -18% | -$89 | ﹤0.01% | 2760 |
|
|
2023
Q4 | $547 | Buy |
+11
| New | +$547 | ﹤0.01% | 2506 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$919 | – | 2566 |
|
|
2023
Q2 | $919 | Buy |
+19
| New | +$919 | ﹤0.01% | 2256 |
|
|
2022
Q3 | – | Sell |
-126
| Closed | -$6K | – | 2014 |
|
|
2022
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q1 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 1243 |
|