Halpern Financial’s Zeta Global ZETA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $158K | Hold |
5,300
| – | – | 0.04% | 57 |
|
|
2024
Q2 | $93.5K | Hold |
5,300
| – | – | 0.03% | 67 |
|
|
2024
Q1 | $55.8K | Buy |
5,300
+830
| +19% | +$8.74K | 0.02% | 88 |
|
|
2023
Q4 | $35.5K | Hold |
4,470
| – | – | 0.01% | 108 |
|
|
2023
Q3 | $37.3K | Hold |
4,470
| – | – | 0.01% | 96 |
|
|
2023
Q2 | $38.2K | Hold |
4,470
| – | – | 0.01% | 89 |
|
|
2023
Q1 | $48.4K | Buy |
4,470
+870
| +24% | +$9.42K | 0.02% | 79 |
|
|
2022
Q4 | $29.4K | Hold |
3,600
| – | – | 0.01% | 99 |
|
|
2022
Q3 | $23.8K | Hold |
3,600
| – | – | 0.01% | 106 |
|
|
2022
Q2 | $16.3K | Hold |
3,600
| – | – | 0.01% | 133 |
|
|
2022
Q1 | $45.9K | Buy |
3,600
+900
| +33% | +$11.5K | 0.02% | 97 |
|
|
2021
Q4 | $22.7K | Hold |
2,700
| – | – | 0.01% | 129 |
|
|
2021
Q3 | $15.8K | Buy |
2,700
+200
| +8% | +$1.17K | 0.01% | 138 |
|
|
2021
Q2 | $21K | Buy |
+2,500
| New | +$21K | 0.01% | 97 |
|