LGT Financial Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-88
| Closed | -$3.76K | – | 465 |
|
|
2024
Q4 | $3.76K | Hold |
88
| – | – | 0.01% | 592 |
|
|
2024
Q3 | $4.13K | Hold |
88
| – | – | 0.01% | 569 |
|
|
2024
Q2 | $4.51K | Hold |
88
| – | – | 0.01% | 613 |
|
|
2024
Q1 | $4.18K | Hold |
88
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $4.38K | Hold |
88
| – | – | 0.01% | 658 |
|
|
2023
Q3 | $4.14K | Buy |
+88
| New | +$4.14K | 0.01% | 664 |
|