SYSTM Wealth Solutions’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,404
| Closed | -$114K | – | 774 |
|
|
2024
Q1 | $114K | Hold |
2,404
| – | – | 0.01% | 463 |
|
|
2023
Q4 | $120K | Buy |
+2,404
| New | +$120K | 0.02% | 435 |
|
|
2023
Q2 | – | Sell |
-7,404
| Closed | -$390K | – | 500 |
|
|
2023
Q1 | $390K | Sell |
7,404
-82
| -1% | -$4.32K | 0.06% | 336 |
|
|
2022
Q4 | $348K | Buy |
+7,486
| New | +$348K | 0.04% | 399 |
|