Howe & Rusling’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-740
| Closed | -$7K | – | 900 |
|
|
2014
Q2 | $7K | Sell |
740
-252
| -25% | -$2.38K | ﹤0.01% | 554 |
|
|
2014
Q1 | $10K | Hold |
992
| – | – | ﹤0.01% | 560 |
|
|
2013
Q4 | $10K | Hold |
992
| – | – | ﹤0.01% | 496 |
|
|
2013
Q3 | $9K | Hold |
992
| – | – | ﹤0.01% | 613 |
|
|
2013
Q2 | $9K | Buy |
+992
| New | +$9K | ﹤0.01% | 632 |
|