First Trust Advisors’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,016
| Closed | -$726K | – | 2487 |
|
|
2022
Q4 | $726K | Sell |
27,016
-67,431
| -71% | -$1.81M | ﹤0.01% | 2064 |
|
|
2022
Q3 | $2.27M | Buy |
94,447
+56,934
| +152% | +$1.37M | ﹤0.01% | 1627 |
|
|
2022
Q2 | $1.03M | Buy |
37,513
+14,045
| +60% | +$386K | ﹤0.01% | 1975 |
|
|
2022
Q1 | $587K | Sell |
23,468
-1,092
| -4% | -$27.3K | ﹤0.01% | 2223 |
|
|
2021
Q4 | $693K | Sell |
24,560
-6,873
| -22% | -$194K | ﹤0.01% | 2186 |
|
|
2021
Q3 | $964K | Sell |
31,433
-18,514
| -37% | -$568K | ﹤0.01% | 2057 |
|
|
2021
Q2 | $1.52M | Sell |
49,947
-14,549
| -23% | -$442K | ﹤0.01% | 1909 |
|
|
2021
Q1 | $1.88M | Sell |
64,496
-20,591
| -24% | -$600K | ﹤0.01% | 1744 |
|
|
2020
Q4 | $2.48M | Buy |
85,087
+57,180
| +205% | +$1.67M | ﹤0.01% | 1475 |
|
|
2020
Q3 | $835K | Sell |
27,907
-74,184
| -73% | -$2.22M | ﹤0.01% | 1841 |
|
|
2020
Q2 | $3.75M | Buy |
102,091
+3,724
| +4% | +$137K | 0.01% | 1097 |
|
|
2020
Q1 | $2.61M | Buy |
98,367
+29,614
| +43% | +$784K | 0.01% | 1148 |
|
|
2019
Q4 | $1.61M | Buy |
68,753
+11,041
| +19% | +$258K | ﹤0.01% | 1666 |
|
|
2019
Q3 | $1.23M | Buy |
57,712
+19,629
| +52% | +$419K | ﹤0.01% | 1782 |
|
|
2019
Q2 | $728K | Sell |
38,083
-30,649
| -45% | -$586K | ﹤0.01% | 1982 |
|
|
2019
Q1 | $1.26M | Sell |
68,732
-8,202
| -11% | -$150K | ﹤0.01% | 1756 |
|
|
2018
Q4 | $1.22M | Sell |
76,934
-65,811
| -46% | -$1.04M | ﹤0.01% | 1749 |
|
|
2018
Q3 | $2.37M | Sell |
142,745
-12,301
| -8% | -$204K | ﹤0.01% | 1569 |
|
|
2018
Q2 | $3.1M | Sell |
155,046
-17,289
| -10% | -$346K | 0.01% | 1366 |
|
|
2018
Q1 | $2.58M | Buy |
172,335
+16,821
| +11% | +$252K | 0.01% | 1305 |
|
|
2017
Q4 | $2.47M | Buy |
155,514
+8,563
| +6% | +$136K | 0.01% | 1400 |
|
|
2017
Q3 | $2.06M | Buy |
146,951
+21,297
| +17% | +$299K | 0.01% | 1445 |
|
|
2017
Q2 | $1.75M | Buy |
+125,654
| New | +$1.75M | ﹤0.01% | 1574 |
|