Sutton Wealth Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-673
| Closed | -$31.3K | – | 1074 |
|
|
2022
Q4 | $31.3K | Hold |
673
| – | – | 0.01% | 537 |
|
|
2022
Q3 | $25.9K | Buy |
673
+6
| +0.9% | +$231 | 0.01% | 578 |
|
|
2022
Q2 | $32.6K | Hold |
667
| – | – | 0.01% | 511 |
|
|
2022
Q1 | $29K | Buy |
667
+3
| +0.5% | +$131 | 0.01% | 585 |
|
|
2021
Q4 | $30.1K | Buy |
664
+6
| +0.9% | +$272 | 0.01% | 577 |
|
|
2021
Q3 | $34.5K | Hold |
658
| – | – | 0.01% | 506 |
|
|
2021
Q2 | $31.1K | Hold |
658
| – | – | 0.01% | 561 |
|
|
2021
Q1 | $32.2K | Hold |
658
| – | – | 0.01% | 527 |
|
|
2020
Q4 | $27.9K | Hold |
658
| – | – | 0.01% | 518 |
|
|
2020
Q3 | $22.4K | Hold |
658
| – | – | 0.01% | 510 |
|
|
2020
Q2 | $20.1K | Hold |
658
| – | – | 0.01% | 531 |
|
|
2020
Q1 | $14K | Buy |
658
+276
| +72% | +$5.89K | 0.01% | 563 |
|
|
2019
Q4 | $9.75K | Hold |
382
| – | – | 0.01% | 828 |
|
|
2019
Q3 | $8.47K | Buy |
+382
| New | +$8.47K | ﹤0.01% | 834 |
|