Creative Planning’s Zoe's Kitchen, Inc. ZOES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-172
| Closed | -$2K | – | 4249 |
|
|
2017
Q2 | $2K | Sell |
172
-353
| -67% | -$4.11K | ﹤0.01% | 4278 |
|
|
2017
Q1 | $10K | Sell |
525
-500
| -49% | -$9.52K | ﹤0.01% | 3580 |
|
|
2016
Q4 | $25K | Sell |
1,025
-110
| -10% | -$2.68K | ﹤0.01% | 2908 |
|
|
2016
Q3 | $25K | Buy |
1,135
+255
| +29% | +$5.62K | ﹤0.01% | 2884 |
|
|
2016
Q2 | $32K | Buy |
880
+25
| +3% | +$909 | ﹤0.01% | 2434 |
|
|
2016
Q1 | $33K | Sell |
855
-35
| -4% | -$1.35K | ﹤0.01% | 2383 |
|
|
2015
Q4 | $25K | Buy |
890
+200
| +29% | +$5.62K | ﹤0.01% | 2659 |
|
|
2015
Q3 | $27K | Buy |
+690
| New | +$27K | ﹤0.01% | 2494 |
|
|
2015
Q2 | – | Sell |
-215
| Closed | -$7K | – | 3447 |
|
|
2015
Q1 | $7K | Buy |
215
+115
| +115% | +$3.74K | ﹤0.01% | 3365 |
|
|
2014
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3667 |
|