Blue Bell Private Wealth Management’s Zoe's Kitchen, Inc. ZOES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-375
| Closed | -$5K | – | 227 |
|
|
2018
Q3 | $5K | Hold |
375
| – | – | ﹤0.01% | 191 |
|
|
2018
Q2 | $4K | Hold |
375
| – | – | ﹤0.01% | 186 |
|
|
2018
Q1 | $5K | Hold |
375
| – | – | ﹤0.01% | 188 |
|
|
2017
Q4 | $6K | Hold |
375
| – | – | ﹤0.01% | 191 |
|
|
2017
Q3 | $5K | Hold |
375
| – | – | ﹤0.01% | 200 |
|
|
2017
Q2 | $4K | Hold |
375
| – | – | ﹤0.01% | 217 |
|
|
2017
Q1 | $7K | Hold |
375
| – | – | ﹤0.01% | 193 |
|
|
2016
Q4 | $9K | Hold |
375
| – | – | 0.01% | 200 |
|
|
2016
Q3 | $9K | Hold |
375
| – | – | 0.01% | 359 |
|
|
2016
Q2 | $14K | Hold |
375
| – | – | 0.01% | 332 |
|
|
2016
Q1 | $15K | Hold |
375
| – | – | 0.01% | 326 |
|
|
2015
Q4 | $10K | Hold |
375
| – | – | 0.01% | 375 |
|
|
2015
Q3 | $15K | Hold |
375
| – | – | 0.01% | 339 |
|
|
2015
Q2 | $15K | Hold |
375
| – | – | 0.01% | 344 |
|
|
2015
Q1 | $12K | Hold |
375
| – | – | 0.01% | 358 |
|
|
2014
Q4 | $11K | Buy |
+375
| New | +$11K | 0.01% | 371 |
|