Selective Wealth Management’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-800
| Closed | -$31K | – | 327 |
|
|
2022
Q3 | $31K | Hold |
800
| – | – | 0.01% | 362 |
|
|
2022
Q2 | $39K | Hold |
800
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $35K | Hold |
800
| – | – | 0.01% | 364 |
|
|
2021
Q4 | $36K | Hold |
800
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $42K | Buy |
+800
| New | +$42K | 0.02% | 275 |
|