Farther Finance 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 | $389 | Buy |
9
+4
| +80% | +$173 | ﹤0.01% | 4079 |
|
|
2025
Q1 | $212 | Buy |
5
+1
| +25% | +$42 | ﹤0.01% | 3944 |
|
|
2024
Q4 | $171 | Sell |
4
-1
| -20% | -$43 | ﹤0.01% | 3687 |
|
|
2024
Q3 | $234 | Buy |
5
+2
| +67% | +$94 | ﹤0.01% | 3610 |
|
|
2024
Q2 | $158 | Hold |
3
| – | – | ﹤0.01% | 3528 |
|
|
2024
Q1 | $148 | Sell |
3
-13
| -81% | -$641 | ﹤0.01% | 3318 |
|
|
2023
Q4 | $796 | Buy |
16
+13
| +433% | +$647 | ﹤0.01% | 2815 |
|
|
2023
Q3 | $141 | Hold |
3
| – | – | ﹤0.01% | 2516 |
|
|
2023
Q2 | $145 | Hold |
3
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q1 | $158 | Hold |
3
| – | – | ﹤0.01% | 2233 |
|
|
2022
Q4 | $140 | Buy |
+3
| New | +$140 | ﹤0.01% | 2094 |
|