Schubert & Co’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.85K | – | 569 |
|
|
2023
Q1 | $1.85K | Buy |
35
+4
| +13% | +$211 | ﹤0.01% | 948 |
|
|
2022
Q4 | $1.44K | Sell |
31
-1
| -3% | -$47 | ﹤0.01% | 1035 |
|
|
2022
Q3 | $1K | Buy |
32
+2
| +7% | +$63 | ﹤0.01% | 1092 |
|
|
2022
Q2 | $1K | Buy |
30
+16
| +114% | +$533 | ﹤0.01% | 1085 |
|
|
2022
Q1 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 685 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 639 |
|