TCI 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
Q2 | – | Sell |
-210
| Closed | -$11.1K | – | 927 |
|
|
2023
Q1 | $11.1K | Hold |
210
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q4 | $9.77K | Buy |
210
+1
| +0.5% | +$47 | ﹤0.01% | 1085 |
|
|
2022
Q3 | $8K | Buy |
+209
| New | +$8K | ﹤0.01% | 1149 |
|
|
2022
Q1 | – | Sell |
-95
| Closed | -$4K | – | 2290 |
|
|
2021
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q3 | $5K | Buy |
95
+30
| +46% | +$1.58K | ﹤0.01% | 1569 |
|
|
2021
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1726 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$1K | – | 1548 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1271 |
|