Geneos Wealth Management’s ZipRecruiter ZIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-436
| Closed | -$5.23K | – | 2188 |
|
|
2023
Q3 | $5.23K | Hold |
436
| – | – | ﹤0.01% | 1735 |
|
|
2023
Q2 | $7.74K | Hold |
436
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q1 | $6.95K | Hold |
436
| – | – | ﹤0.01% | 1646 |
|
|
2022
Q4 | $7.16K | Hold |
436
| – | – | ﹤0.01% | 1622 |
|
|
2022
Q3 | $7K | Hold |
436
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q2 | $6K | Hold |
436
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q1 | $10K | Buy |
+436
| New | +$10K | ﹤0.01% | 2109 |
|