Van Hulzen Asset Management’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 |
-7,846
| Closed | -$365K | – | 309 |
|
|
2022
Q4 | $365K | Buy |
7,846
+370
| +5% | +$17.2K | 0.04% | 209 |
|
|
2022
Q3 | $288K | Buy |
7,476
+258
| +4% | +$9.94K | 0.04% | 218 |
|
|
2022
Q2 | $353K | Buy |
7,218
+137
| +2% | +$6.7K | 0.04% | 201 |
|
|
2022
Q1 | $308K | Buy |
7,081
+905
| +15% | +$39.4K | 0.03% | 228 |
|
|
2021
Q4 | $280K | Buy |
6,176
+1,212
| +24% | +$54.9K | 0.03% | 244 |
|
|
2021
Q3 | $261K | Sell |
4,964
-91
| -2% | -$4.79K | 0.04% | 224 |
|
|
2021
Q2 | $239K | Buy |
5,055
+82
| +2% | +$3.88K | 0.04% | 231 |
|
|
2021
Q1 | $243K | Buy |
+4,973
| New | +$243K | 0.04% | 223 |
|