Herald Investment Management’s DZS Inc. Common Stock DZSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-100,000
| Closed | -$1.62M | – | 110 |
|
2021
Q4 | $1.62M | Sell |
100,000
-161,810
| -62% | -$2.62M | 0.26% | 86 |
|
2021
Q3 | $3.2M | Hold |
261,810
| – | – | 0.53% | 57 |
|
2021
Q2 | $5.43M | Hold |
261,810
| – | – | 0.88% | 34 |
|
2021
Q1 | $4.07M | Buy |
261,810
+50,000
| +24% | +$777K | 0.71% | 41 |
|
2020
Q4 | $3.27M | Hold |
211,810
| – | – | 0.58% | 43 |
|
2020
Q3 | $1.98M | Hold |
211,810
| – | – | 0.43% | 58 |
|
2020
Q2 | $1.89M | Hold |
211,810
| – | – | 0.44% | 59 |
|
2020
Q1 | $866K | Hold |
211,810
| – | – | 0.26% | 74 |
|
2019
Q4 | $1.87M | Hold |
211,810
| – | – | 0.48% | 53 |
|
2019
Q3 | $1.93M | Hold |
211,810
| – | – | 0.58% | 48 |
|
2019
Q2 | $2.74M | Buy |
211,810
+140,000
| +195% | +$1.81M | 0.76% | 39 |
|
2019
Q1 | $756K | Buy |
+71,810
| New | +$756K | 0.19% | 78 |
|