Harvest Group 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-68
| Closed | -$3K | – | 264 |
|
2020
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 294 |
|
2020
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 339 |
|
2020
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 302 |
|
2020
Q1 | $1K | Sell |
68
-132
| -66% | -$1.94K | ﹤0.01% | 380 |
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
2019
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
2019
Q2 | $4K | Hold |
200
| – | – | 0.01% | 389 |
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | 0.01% | 346 |
|