Compass Financial Advisors’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,188
| Closed | -$364K | – | 122 |
|
|
2023
Q1 | $364K | Sell |
2,188
-12
| -0.5% | -$2K | 0.46% | 76 |
|
|
2022
Q4 | $322K | Buy |
2,200
+4
| +0.2% | +$586 | 0.43% | 80 |
|
|
2022
Q3 | $326K | Hold |
2,196
| – | – | 0.48% | 73 |
|
|
2022
Q2 | $377K | Sell |
2,196
-92
| -4% | -$15.8K | 0.51% | 71 |
|
|
2022
Q1 | $431K | Sell |
2,288
-30
| -1% | -$5.65K | 0.48% | 76 |
|
|
2021
Q4 | $566K | Buy |
+2,318
| New | +$566K | 0.62% | 61 |
|