Circle Wealth Management’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,322
Closed -$502K 186
2022
Q1
$502K Buy
2,322
+1,161
+100% +$251K 0.07% 122
2021
Q4
$283K Hold
1,161
0.04% 168
2021
Q3
$225K Sell
1,161
-1,460
-56% -$283K 0.03% 166
2021
Q2
$488K Hold
2,621
0.07% 128
2021
Q1
$413K Hold
2,621
0.07% 128
2020
Q4
$434K Buy
+2,621
New +$434K 0.06% 158