Shelton Capital Management’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $705K | Hold |
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|
2025
Q2 | $825K | Hold |
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|
2025
Q1 | $793K | Sell |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $716K | Hold |
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|
2024
Q2 | $781K | Hold |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $958K | Hold |
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|
2023
Q3 | $906K | Hold |
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|
2023
Q2 | $932K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $753K | Hold |
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|
2022
Q2 | $956K | Hold |
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|
2022
Q1 | $850K | Hold |
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|
2021
Q4 | $886K | Hold |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $923K | Sell |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1M | Buy |
|