Glassman Wealth Services’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$1.19K | – | 780 |
|
|
2023
Q4 | $1.19K | Hold |
24
| – | – | ﹤0.01% | 1491 |
|
|
2023
Q3 | $1.13K | Hold |
24
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q2 | $1.16K | Hold |
24
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q1 | $1.27K | Hold |
24
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q4 | $1.12K | Buy |
+24
| New | +$1.12K | ﹤0.01% | 1395 |
|
|
2021
Q2 | – | Sell |
-31
| Closed | -$2K | – | 1516 |
|
|
2021
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1090 |
|
|
2020
Q1 | – | Sell |
-88
| Closed | -$2K | – | 1262 |
|
|
2019
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 750 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | – | – | 1145 |
|
|
2019
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1168 |
|