Simplicity Wealth’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,473
Closed -$690K 744
2024
Q2
$690K Sell
13,473
-361
-3% -$18.5K 0.02% 637
2024
Q1
$657K Buy
+13,834
New +$657K 0.02% 642