Nisa Investment 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
Q2 | $17.5K | Buy |
405
+25
| +7% | +$1.08K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $15.8K | Sell |
380
-66
| -15% | -$2.74K | ﹤0.01% | 1975 |
|
|
2024
Q4 | $19K | Sell |
446
-12
| -3% | -$512 | ﹤0.01% | 1950 |
|
|
2024
Q3 | $21.5K | Sell |
458
-9,255
| -95% | -$434K | ﹤0.01% | 1887 |
|
|
2024
Q2 | $529K | Buy |
9,713
+9,421
| +3,226% | +$513K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $13.9K | Buy |
292
+22
| +8% | +$1.04K | ﹤0.01% | 1979 |
|
|
2023
Q4 | $13.4K | Hold |
270
| – | – | ﹤0.01% | 1975 |
|
|
2023
Q3 | $12.7K | Hold |
270
| – | – | ﹤0.01% | 2126 |
|
|
2023
Q2 | $13.1K | Hold |
270
| – | – | ﹤0.01% | 2205 |
|
|
2023
Q1 | $14K | Sell |
270
-237
| -47% | -$12.3K | ﹤0.01% | 2094 |
|
|
2022
Q4 | $24K | Hold |
507
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q3 | $24K | Sell |
507
-383
| -43% | -$18.1K | ﹤0.01% | 2005 |
|
|
2022
Q2 | $44K | Sell |
890
-200
| -18% | -$9.89K | ﹤0.01% | 1769 |
|
|
2022
Q1 | $47K | Sell |
1,090
-6,710
| -86% | -$289K | ﹤0.01% | 1863 |
|
|
2021
Q4 | $348K | Buy |
7,800
+6,960
| +829% | +$311K | ﹤0.01% | 1112 |
|
|
2021
Q3 | $44 | Hold |
840
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q2 | $40 | Sell |
840
-6,000
| -88% | -$286 | ﹤0.01% | 1995 |
|
|
2021
Q1 | $335 | Sell |
6,840
-14,400
| -68% | -$705 | ﹤0.01% | 1300 |
|
|
2020
Q4 | $902K | Buy |
21,240
+12,200
| +135% | +$518K | 0.01% | 971 |
|
|
2020
Q3 | $307K | Hold |
9,040
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q2 | $276K | Buy |
9,040
+240
| +3% | +$7.33K | ﹤0.01% | 1204 |
|
|
2020
Q1 | $188K | Buy |
8,800
+7,800
| +780% | +$167K | ﹤0.01% | 1209 |
|
|
2019
Q4 | $26K | Sell |
1,000
-2,000
| -67% | -$52K | ﹤0.01% | 1649 |
|
|
2019
Q3 | $67K | Hold |
3,000
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q2 | $67K | Sell |
3,000
-1,200
| -29% | -$26.8K | ﹤0.01% | 1470 |
|
|
2019
Q1 | $121K | Sell |
4,200
-14,350
| -77% | -$413K | ﹤0.01% | 1404 |
|
|
2018
Q4 | $666K | Buy |
18,550
+18,400
| +12,267% | +$661K | 0.01% | 912 |
|
|
2018
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 1756 |
|
|
2018
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 1779 |
|
|
2018
Q1 | $7K | Sell |
150
-50
| -25% | -$2.33K | ﹤0.01% | 1737 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1738 |
|
|
2017
Q3 | $12K | Sell |
200
-28,700
| -99% | -$1.72M | ﹤0.01% | 1690 |
|
|
2017
Q2 | $1.36M | Buy |
28,900
+28,800
| +28,800% | +$1.36M | 0.02% | 714 |
|
|
2017
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 1824 |
|
|
2016
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1851 |
|