B. Riley Wealth Advisors’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,978
| Closed | -$499K | – | 1099 |
|
|
2020
Q3 | $499K | Buy |
14,978
+2,518
| +20% | +$83.9K | 0.03% | 533 |
|
|
2020
Q2 | $458K | Sell |
12,460
-2,192
| -15% | -$80.6K | 0.03% | 489 |
|
|
2020
Q1 | $388K | Buy |
+14,652
| New | +$388K | 0.03% | 465 |
|
|
2019
Q2 | – | Sell |
-10,351
| Closed | -$190K | – | 840 |
|
|
2019
Q1 | $190K | Buy |
+10,351
| New | +$190K | 0.02% | 665 |
|