NWAM LLC’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,866
| Closed | -$77.5K | – | 566 |
|
|
2025
Q1 | $77.5K | Hold |
35,866
| – | – | 0.01% | 493 |
|
|
2024
Q4 | $150K | Hold |
35,866
| – | – | 0.01% | 576 |
|
|
2024
Q3 | $38.7K | Buy |
+35,866
| New | +$38.7K | ﹤0.01% | 617 |
|
|
2024
Q2 | – | Sell |
-35,866
| Closed | -$42K | – | 565 |
|
|
2024
Q1 | $42K | Hold |
35,866
| – | – | ﹤0.01% | 549 |
|
|
2023
Q4 | $72.1K | Hold |
35,866
| – | – | 0.01% | 545 |
|
|
2023
Q3 | $79.6K | Hold |
35,866
| – | – | 0.01% | 491 |
|
|
2023
Q2 | $155K | Hold |
35,866
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $138K | Hold |
35,866
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $147K | Hold |
35,866
| – | – | 0.01% | 500 |
|
|
2022
Q3 | $155K | Hold |
35,866
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $101K | Buy |
35,866
+4,500
| +14% | +$12.7K | 0.01% | 506 |
|
|
2022
Q1 | $143K | Buy |
+31,366
| New | +$143K | 0.01% | 511 |
|