Lourd Capital’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $207K | Buy |
+9,280
| New | +$207K | 0.02% | 121 |
|
|
2018
Q4 | – | Sell |
-5,334
| Closed | -$311K | – | 320 |
|
|
2018
Q3 | $311K | Buy |
+5,334
| New | +$311K | 0.02% | 204 |
|
|
2018
Q1 | – | Sell |
-5,382
| Closed | -$262K | – | 190 |
|
|
2017
Q4 | $262K | Buy |
+5,382
| New | +$262K | 0.02% | 266 |
|