IFP Advisors’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 | $66.8K | Sell |
1,512
-373
| -20% | -$16.5K | ﹤0.01% | 1885 |
|
|
2025
Q1 | $78.7K | Sell |
1,885
-292
| -13% | -$12.2K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $93.3K | Sell |
2,177
-105
| -5% | -$4.5K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $107K | Sell |
2,282
-3,999
| -64% | -$188K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $322K | Buy |
6,281
+958
| +18% | +$49.1K | 0.01% | 810 |
|
|
2024
Q1 | $253K | Buy |
5,323
+444
| +9% | +$21.1K | 0.01% | 883 |
|
|
2023
Q4 | $243K | Buy |
4,879
+958
| +24% | +$47.6K | 0.01% | 864 |
|
|
2023
Q3 | $184K | Buy |
3,921
+388
| +11% | +$18.2K | 0.01% | 1003 |
|
|
2023
Q2 | $171K | Buy |
+3,533
| New | +$171K | 0.01% | 1097 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$3K | – | 3746 |
|
|
2022
Q4 | $3K | Sell |
27
-26
| -49% | -$2.89K | ﹤0.01% | 4003 |
|
|
2022
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 4026 |
|
|
2022
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 3776 |
|
|
2022
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 3776 |
|
|
2021
Q4 | $2K | Buy |
53
+19
| +56% | +$717 | ﹤0.01% | 2732 |
|
|
2021
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2655 |
|
|
2021
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 2713 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3413 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3304 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3177 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$1K | – | 3055 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2479 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3096 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3258 |
|
|
2016
Q3 | – | Sell |
-4,080
| Closed | -$128K | – | 3922 |
|
|
2016
Q2 | $128K | Buy |
+4,080
| New | +$128K | 0.01% | 1199 |
|
|
2016
Q1 | – | Sell |
-888
| Closed | -$20K | – | 2718 |
|
|
2015
Q4 | $20K | Buy |
+888
| New | +$20K | ﹤0.01% | 2146 |
|