Lido Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,146
| Closed | -$226K | – | 1286 |
|
|
2024
Q2 | $226K | Buy |
+4,146
| New | +$226K | ﹤0.01% | 1117 |
|
|
2024
Q1 | – | Sell |
-4,233
| Closed | -$210K | – | 1228 |
|
|
2023
Q4 | $210K | Sell |
4,233
-5,589
| -57% | -$278K | ﹤0.01% | 1074 |
|
|
2023
Q3 | $462K | Buy |
+9,822
| New | +$462K | ﹤0.01% | 690 |
|
|
2023
Q2 | – | Sell |
-4,061
| Closed | -$214K | – | 1066 |
|
|
2023
Q1 | $214K | Buy |
+4,061
| New | +$214K | ﹤0.01% | 893 |
|
|
2021
Q4 | – | Sell |
-4,075
| Closed | -$213K | – | 891 |
|
|
2021
Q3 | $213K | Sell |
4,075
-2,172
| -35% | -$114K | ﹤0.01% | 788 |
|
|
2021
Q2 | $295K | Buy |
+6,247
| New | +$295K | ﹤0.01% | 629 |
|