AE Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,180
| Closed | -$265K | – | 1287 |
|
|
2024
Q1 | $265K | Sell |
26,180
-12,210
| -32% | -$124K | ﹤0.01% | 1000 |
|
|
2023
Q4 | $516K | Buy |
+38,390
| New | +$516K | ﹤0.01% | 1417 |
|
|
2023
Q3 | – | Sell |
-40,422
| Closed | -$501K | – | 2082 |
|
|
2023
Q2 | $501K | Sell |
40,422
-943
| -2% | -$11.7K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $975K | Sell |
41,365
-11,242
| -21% | -$265K | 0.01% | 1058 |
|
|
2022
Q4 | $904K | Buy |
52,607
+30,563
| +139% | +$525K | 0.01% | 1029 |
|
|
2022
Q3 | $518K | Buy |
22,044
+5,058
| +30% | +$119K | ﹤0.01% | 1244 |
|
|
2022
Q2 | $802K | Buy |
+16,986
| New | +$802K | 0.01% | 967 |
|