Lindbrook Capital’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 | $89.4K | Buy |
2,153
+950
| +79% | +$39.5K | 0.01% | 725 |
|
|
2024
Q4 | $51.3K | Buy |
1,203
+3
| +0.3% | +$128 | ﹤0.01% | 802 |
|
|
2024
Q3 | $56.3K | Hold |
1,200
| – | – | 0.01% | 765 |
|
|
2024
Q2 | $61.5K | Sell |
1,200
-202
| -14% | -$10.4K | 0.01% | 712 |
|
|
2024
Q1 | $66.5K | Buy |
1,402
+31
| +2% | +$1.47K | 0.01% | 673 |
|
|
2023
Q4 | $68.2K | Buy |
1,371
+165
| +14% | +$8.2K | 0.01% | 649 |
|
|
2023
Q3 | $56.7K | Buy |
1,206
+6
| +0.5% | +$282 | 0.01% | 641 |
|
|
2023
Q2 | $58K | Hold |
1,200
| – | – | 0.01% | 661 |
|
|
2023
Q1 | $63.3K | Sell |
1,200
-410
| -25% | -$21.6K | 0.01% | 604 |
|
|
2022
Q4 | $74.9K | Buy |
1,610
+84
| +6% | +$3.91K | 0.01% | 567 |
|
|
2022
Q3 | $59K | Buy |
1,526
+6
| +0.4% | +$232 | 0.01% | 589 |
|
|
2022
Q2 | $74K | Buy |
1,520
+12
| +0.8% | +$584 | 0.01% | 528 |
|
|
2022
Q1 | $66K | Buy |
1,508
+308
| +26% | +$13.5K | 0.01% | 596 |
|
|
2021
Q4 | $54K | Hold |
1,200
| – | – | 0.01% | 688 |
|
|
2021
Q3 | $63K | Sell |
1,200
-31
| -3% | -$1.63K | 0.02% | 381 |
|
|
2021
Q2 | $58K | Buy |
1,231
+31
| +3% | +$1.46K | 0.01% | 424 |
|
|
2021
Q1 | $59K | Sell |
1,200
-200
| -14% | -$9.83K | 0.01% | 386 |
|
|
2020
Q4 | $59K | Sell |
1,400
-14
| -1% | -$590 | 0.01% | 354 |
|
|
2020
Q3 | $48K | Buy |
1,414
+14
| +1% | +$475 | 0.01% | 368 |
|
|
2020
Q2 | $43K | Hold |
1,400
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $30K | Hold |
1,400
| – | – | 0.01% | 428 |
|
|
2019
Q4 | $36K | Sell |
1,400
-600
| -30% | -$15.4K | 0.01% | 540 |
|
|
2019
Q3 | $44K | Sell |
2,000
-200
| -9% | -$4.4K | 0.02% | 462 |
|
|
2019
Q2 | $49K | Sell |
2,200
-800
| -27% | -$17.8K | 0.02% | 434 |
|
|
2019
Q1 | $86K | Buy |
3,000
+400
| +15% | +$11.5K | 0.03% | 249 |
|
|
2018
Q4 | $93K | Buy |
+2,600
| New | +$93K | 0.05% | 213 |
|