Stratos Wealth Partners’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,688
| Closed | -$215K | – | 1394 |
|
2018
Q3 | $215K | Buy |
+3,688
| New | +$215K | 0.01% | 818 |
|
2018
Q2 | – | Sell |
-3,688
| Closed | -$164K | – | 1521 |
|
2018
Q1 | $164K | Hold |
3,688
| – | – | 0.01% | 984 |
|
2017
Q4 | $180K | Hold |
3,688
| – | – | 0.01% | 924 |
|
2017
Q3 | $229K | Buy |
+3,688
| New | +$229K | 0.01% | 796 |
|