Cerity Partners OCIO’s Zumiez ZUMZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-70,702
Closed -$1.84M 441
2022
Q2
$1.84M Buy
70,702
+12,995
+23% +$338K 0.06% 153
2022
Q1
$2.21M Buy
57,707
+7,269
+14% +$278K 0.07% 140
2021
Q4
$2.42M Buy
50,438
+20,944
+71% +$1.01M 0.07% 130
2021
Q3
$1.17M Buy
29,494
+5,977
+25% +$238K 0.04% 192
2021
Q2
$1.15M Buy
+23,517
New +$1.15M 0.04% 188