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 |
|