J.P. Morgan Private Wealth Advisors’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$616K Sell
13,111
-844
-6% -$39.7K ﹤0.01% 1156
2023
Q2
$675K Sell
13,955
-7,091
-34% -$343K ﹤0.01% 912
2023
Q1
$1.11M Buy
21,046
+330
+2% +$17.4K ﹤0.01% 1122
2022
Q4
$964K Sell
20,716
-2,959
-12% -$138K ﹤0.01% 1164
2022
Q3
$912K Sell
23,675
-2,359
-9% -$90.9K ﹤0.01% 1183
2022
Q2
$1.27M Sell
26,034
-2,077
-7% -$102K ﹤0.01% 1013
2022
Q1
$1.22M Buy
28,111
+806
+3% +$35.1K ﹤0.01% 1120
2021
Q4
$1.24M Buy
27,305
+1,580
+6% +$71.6K ﹤0.01% 1134
2021
Q3
$1.35M Buy
25,725
+1,945
+8% +$102K ﹤0.01% 1068
2021
Q2
$1.12M Buy
23,780
+6,753
+40% +$319K ﹤0.01% 1142
2021
Q1
$833K Sell
17,027
-11,743
-41% -$574K ﹤0.01% 1123
2020
Q4
$1.22M Buy
28,770
+1,046
+4% +$44.4K ﹤0.01% 928
2020
Q3
$943K Buy
27,724
+10
+0% +$340 ﹤0.01% 908
2020
Q2
$846K Sell
27,714
-1,892
-6% -$57.8K ﹤0.01% 876
2020
Q1
$631K Buy
29,606
+916
+3% +$19.5K ﹤0.01% 846
2019
Q4
$732K Buy
28,690
+10,830
+61% +$276K ﹤0.01% 905
2019
Q3
$396K Buy
17,860
+1,780
+11% +$39.5K ﹤0.01% 1079
2019
Q2
$359K Buy
16,080
+7,114
+79% +$159K ﹤0.01% 1082
2019
Q1
$259K Buy
8,966
+1,512
+20% +$43.7K ﹤0.01% 1276
2018
Q4
$267K Sell
7,454
-982
-12% -$35.2K ﹤0.01% 1222
2018
Q3
$492K Sell
8,436
-192
-2% -$11.2K ﹤0.01% 1076
2018
Q2
$461K Buy
8,628
+2,898
+51% +$155K ﹤0.01% 1032
2018
Q1
$255K Buy
+5,730
New +$255K ﹤0.01% 1106
2017
Q1
Sell
-8,394
Closed -$214K 1340
2016
Q4
$214K Buy
+8,394
New +$214K ﹤0.01% 1136