Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-306
| Closed | -$9K | – | 948 |
|
|
2019
Q1 | $9K | Hold |
306
| – | – | ﹤0.01% | 825 |
|
|
2018
Q4 | $11K | Hold |
306
| – | – | ﹤0.01% | 747 |
|
|
2018
Q3 | $18K | Hold |
306
| – | – | 0.01% | 748 |
|
|
2018
Q2 | $16K | Hold |
306
| – | – | ﹤0.01% | 775 |
|
|
2018
Q1 | $14K | Buy |
+306
| New | +$14K | ﹤0.01% | 769 |
|