Blue Zone Wealth Advisors’s Cimpress CMPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,837
| Closed | -$232K | – | 103 |
|
2024
Q3 | $232K | Sell |
2,837
-675
| -19% | -$55.3K | 0.07% | 89 |
|
2024
Q2 | $308K | Hold |
3,512
| – | – | 0.11% | 73 |
|
2024
Q1 | $311K | Sell |
3,512
-1,864
| -35% | -$165K | 0.11% | 71 |
|
2023
Q4 | $430K | Hold |
5,376
| – | – | 0.17% | 62 |
|
2023
Q3 | $376K | Hold |
5,376
| – | – | 0.17% | 63 |
|
2023
Q2 | $320K | Hold |
5,376
| – | – | 0.15% | 65 |
|
2023
Q1 | $236K | Buy |
+5,376
| New | +$236K | 0.13% | 69 |
|
2022
Q3 | – | Sell |
-5,376
| Closed | -$209K | – | 86 |
|
2022
Q2 | $209K | Hold |
5,376
| – | – | 0.09% | 82 |
|
2022
Q1 | $342K | Hold |
5,376
| – | – | 0.13% | 76 |
|
2021
Q4 | $385K | Hold |
5,376
| – | – | 0.13% | 83 |
|
2021
Q3 | $467K | Hold |
5,376
| – | – | 0.16% | 78 |
|
2021
Q2 | $583K | Hold |
5,376
| – | – | 0.22% | 66 |
|
2021
Q1 | $538K | Hold |
5,376
| – | – | 0.23% | 63 |
|
2020
Q4 | $472K | Hold |
5,376
| – | – | 0.23% | 56 |
|
2020
Q3 | $404K | Hold |
5,376
| – | – | 0.23% | 54 |
|
2020
Q2 | $410K | Sell |
5,376
-19
| -0.4% | -$1.45K | 0.23% | 50 |
|
2020
Q1 | $287K | Buy |
5,395
+19
| +0.4% | +$1.01K | 0.27% | 41 |
|
2019
Q4 | $676K | Buy |
+5,376
| New | +$676K | 0.44% | 26 |
|