J.W. Cole Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Hold |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $922K | Sell |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.45M | Hold |
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|
2023
Q2 | $1.49M | Hold |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.44M | Hold |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.3M | Hold |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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