FORA Capital’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-5,405
| Closed | -$264K | – | 966 |
|
2021
Q1 | $264K | Buy |
5,405
+2,449
| +83% | +$120K | 0.09% | 247 |
|
2020
Q4 | $125K | Buy |
2,956
+268
| +10% | +$11.3K | 0.02% | 617 |
|
2020
Q3 | $91K | Sell |
2,688
-506
| -16% | -$17.1K | 0.06% | 313 |
|
2020
Q2 | $97K | Sell |
3,194
-8,140
| -72% | -$247K | 0.03% | 502 |
|
2020
Q1 | $242K | Sell |
11,334
-3,834
| -25% | -$81.9K | 0.05% | 409 |
|
2019
Q4 | $387K | Buy |
+15,168
| New | +$387K | 0.04% | 459 |
|