Golden State Wealth Management’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 | $17.7K | Hold |
410
| – | – | ﹤0.01% | 918 |
|
|
2025
Q1 | $17K | Hold |
410
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $17.5K | Buy |
+410
| New | +$17.5K | ﹤0.01% | 799 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$10K | – | 367 |
|
|
2021
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 301 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 299 |
|
|
2019
Q2 | – | Sell |
-1,394
| Closed | -$40K | – | 1077 |
|
|
2019
Q1 | $40K | Buy |
+1,394
| New | +$40K | 0.01% | 502 |
|