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AllSquare Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

AllSquare Wealth Management’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$4.2K – 565
2022
Q4 		$3.44K Buy
+200
New +$4.45K ﹤0.01% 439

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AllSquare Wealth Management's ZIM Position: Q1 2023 in Review

AllSquare Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2023, closing a stake of 200 shares — an estimated $4.2K sold.

AllSquare Wealth Management first reported a position in ZIM in Q4 2022 and held it in 1 quarter. The position peaked at $3.44K in Q4 2022. 229 funds tracked by Wall St. Rank hold ZIM as of Q1 2023.

  • AllSquare Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q1 2023 after selling out during the quarter.
  • AllSquare Wealth Management sold 200 ZIM Integrated Shipping Services shares in Q1 2023, an estimated $4.2K.
  • AllSquare Wealth Management first reported a position in ZIM Integrated Shipping Services in Q4 2022 and held it in 1 quarter.
  • AllSquare Wealth Management's ZIM Integrated Shipping Services position peaked at $3.44K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2023.

Based on AllSquare Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.