Lee Capital Holdings’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$255K | – | 64 |
|
|
2019
Q4 | $255K | Sell |
10,000
-10,000
| -50% | -$255K | 0.24% | 54 |
|
|
2019
Q3 | $444K | Hold |
20,000
| – | – | 0.41% | 49 |
|
|
2019
Q2 | $446K | Hold |
20,000
| – | – | 0.48% | 44 |
|
|
2019
Q1 | $577K | Hold |
20,000
| – | – | 0.64% | 43 |
|
|
2018
Q4 | $718K | Hold |
20,000
| – | – | 1.07% | 31 |
|
|
2018
Q3 | $1.17M | Hold |
20,000
| – | – | 0.84% | 47 |
|
|
2018
Q2 | $1.07M | Buy |
+20,000
| New | +$1.07M | 0.76% | 50 |
|