Evercore Wealth Management’s Zumiez ZUMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$21K | – | 824 |
|
|
2017
Q4 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 725 |
|
|
2017
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 729 |
|
|
2017
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 800 |
|
|
2017
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 772 |
|
|
2016
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 741 |
|
|
2016
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 792 |
|
|
2016
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 813 |
|
|
2016
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 728 |
|
|
2015
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 812 |
|
|
2015
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 782 |
|
|
2015
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 740 |
|
|
2015
Q1 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 665 |
|
|
2014
Q4 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 579 |
|
|
2014
Q3 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 688 |
|
|
2014
Q2 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 692 |
|
|
2014
Q1 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 719 |
|
|
2013
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 649 |
|
|
2013
Q3 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 636 |
|
|
2013
Q2 | $29K | Buy |
+1,000
| New | +$29K | ﹤0.01% | 626 |
|