J. Goldman & Co’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Hold |
0
| – | – | – | 228 |
|
2017
Q1 | – | Sell |
-209,378
| Closed | -$5.35M | – | 239 |
|
2016
Q4 | $5.35M | Sell |
209,378
-454,070
| -68% | -$11.6M | 0.35% | 50 |
|
2016
Q3 | $14.6M | Buy |
663,448
+616,772
| +1,321% | +$13.6M | 0.83% | 14 |
|
2016
Q2 | $1.47M | Sell |
46,676
-101,432
| -68% | -$3.19M | 0.08% | 124 |
|
2016
Q1 | $3.13M | Buy |
148,108
+89,200
| +151% | +$1.89M | 0.19% | 87 |
|
2015
Q4 | $1.34M | Hold |
58,908
| – | – | 0.14% | 105 |
|
2015
Q3 | $905K | Buy |
+58,908
| New | +$905K | 0.08% | 122 |
|