Dynamic Advisor Solutions’s ZipRecruiter ZIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,420
| Closed | -$487K | – | 1000 |
|
|
2024
Q1 | $487K | Sell |
42,420
-4,303
| -9% | -$49.4K | 0.02% | 612 |
|
|
2023
Q4 | $645K | Sell |
46,723
-7,300
| -14% | -$101K | 0.02% | 521 |
|
|
2023
Q3 | $648K | Sell |
54,023
-50
| -0.1% | -$600 | 0.03% | 455 |
|
|
2023
Q2 | $960K | Hold |
54,073
| – | – | 0.05% | 357 |
|
|
2023
Q1 | $862K | Sell |
54,073
-34,600
| -39% | -$552K | 0.05% | 348 |
|
|
2022
Q4 | $1.46M | Sell |
88,673
-100
| -0.1% | -$1.64K | 0.1% | 222 |
|
|
2022
Q3 | $1.47M | Sell |
88,773
-32,200
| -27% | -$531K | 0.11% | 193 |
|
|
2022
Q2 | $1.79M | Buy |
+120,973
| New | +$1.79M | 0.14% | 168 |
|
|
2022
Q1 | – | Sell |
-139,438
| Closed | -$3.48M | – | 795 |
|
|
2021
Q4 | $3.48M | Buy |
+139,438
| New | +$3.48M | 0.25% | 92 |
|