Institutional & Family Asset Management’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.94K | Hold |
116
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $5.51K | Hold |
116
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $5.77K | Sell |
116
-14
| -11% | -$696 | ﹤0.01% | 458 |
|
|
2023
Q3 | $6.11K | Hold |
130
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $6.29K | Hold |
130
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $6.85K | Hold |
130
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $6.05K | Hold |
130
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 519 |
|
|
2021
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 523 |
|
|
2021
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $6K | Sell |
130
-168
| -56% | -$7.75K | ﹤0.01% | 651 |
|
|
2020
Q4 | $13K | Hold |
298
| – | – | ﹤0.01% | 496 |
|
|
2020
Q3 | $10K | Hold |
298
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $9K | Sell |
298
-70
| -19% | -$2.11K | ﹤0.01% | 494 |
|
|
2020
Q1 | $8K | Hold |
368
| – | – | ﹤0.01% | 479 |
|
|
2019
Q4 | $9K | Buy |
368
+136
| +59% | +$3.33K | ﹤0.01% | 519 |
|
|
2019
Q3 | $5K | Hold |
232
| – | – | ﹤0.01% | 558 |
|
|
2019
Q2 | $5K | Hold |
232
| – | – | ﹤0.01% | 590 |
|
|
2019
Q1 | $7K | Hold |
232
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $8K | Hold |
232
| – | – | ﹤0.01% | 510 |
|
|
2018
Q3 | $14K | Hold |
232
| – | – | ﹤0.01% | 477 |
|
|
2018
Q2 | $12K | Hold |
232
| – | – | ﹤0.01% | 493 |
|
|
2018
Q1 | $10K | Buy |
+232
| New | +$10K | ﹤0.01% | 502 |
|