Stokes Family Office’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,012
| Closed | -$934K | – | 198 |
|
|
2020
Q4 | $934K | Sell |
22,012
-1,188
| -5% | -$50.4K | 0.18% | 85 |
|
|
2020
Q3 | $789K | Sell |
23,200
-650
| -3% | -$22.1K | 0.18% | 84 |
|
|
2020
Q2 | $728K | Sell |
23,850
-400
| -2% | -$12.2K | 0.18% | 85 |
|
|
2020
Q1 | $517K | Hold |
24,250
| – | – | 0.14% | 96 |
|
|
2019
Q4 | $619K | Buy |
+24,250
| New | +$619K | 0.14% | 90 |
|