Wealthspire Advisors (Maryland)’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8
| Closed | – | – | 1013 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2510 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 2472 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2418 |
|
|
2018
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 2479 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2537 |
|
|
2017
Q4 | $0 | Sell |
8
-2,000
| -100% | – | ﹤0.01% | 2486 |
|
|
2017
Q3 | $125K | Hold |
2,008
| – | – | 0.01% | 621 |
|
|
2017
Q2 | $94K | Buy |
2,008
+2,000
| +25,000% | +$93.6K | 0.01% | 715 |
|
|
2017
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1956 |
|
|
2016
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1777 |
|