EWM
Elite Wealth Management’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,079
| Closed | -$260K | – | 63 |
|
|
2023
Q1 | $260K | Sell |
9,079
-108
| -1% | -$3.1K | 0.02% | 49 |
|
|
2022
Q4 | $247K | Sell |
9,187
-41
| -0.4% | -$1.1K | 0.02% | 48 |
|
|
2022
Q3 | $222K | Sell |
9,228
-425
| -4% | -$10.2K | 0.02% | 44 |
|
|
2022
Q2 | $265K | Sell |
9,653
-392
| -4% | -$10.8K | 0.04% | 45 |
|
|
2022
Q1 | $251K | Sell |
10,045
-100
| -1% | -$2.5K | 0.04% | 49 |
|
|
2021
Q4 | $286K | Sell |
10,145
-924
| -8% | -$26K | 0.04% | 52 |
|
|
2021
Q3 | $339K | Sell |
11,069
-684
| -6% | -$20.9K | 0.06% | 50 |
|
|
2021
Q2 | $357 | Buy |
11,753
+1,526
| +15% | +$46 | 0.03% | 44 |
|
|
2021
Q1 | $298 | Buy |
+10,227
| New | +$298 | 0.04% | 44 |
|
|
2019
Q1 | – | Sell |
-11,255
| Closed | -$178K | – | 48 |
|
|
2018
Q4 | $178K | Sell |
11,255
-12,399
| -52% | -$196K | 0.17% | 44 |
|
|
2018
Q3 | $432K | Buy |
23,654
+11,837
| +100% | +$216K | 0.09% | 37 |
|
|
2018
Q2 | $236K | Buy |
+11,817
| New | +$236K | 0.08% | 44 |
|