Holistic Financial Partners’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,196
| Closed | -$206K | – | 97 |
|
|
2022
Q2 | $206K | Hold |
1,196
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $226K | Buy |
1,196
+59
| +5% | +$11.1K | 0.14% | 94 |
|
|
2021
Q4 | $277K | Sell |
1,137
-23
| -2% | -$5.6K | 0.16% | 89 |
|
|
2021
Q3 | $225K | Sell |
1,160
-29
| -2% | -$5.63K | 0.14% | 97 |
|
|
2021
Q2 | $222K | Buy |
+1,189
| New | +$222K | 0.13% | 108 |
|
|
2021
Q1 | – | Sell |
-1,308
| Closed | -$216K | – | 114 |
|
|
2020
Q4 | $216K | Sell |
1,308
-11
| -0.8% | -$1.82K | 0.15% | 96 |
|
|
2020
Q3 | $218K | Buy |
+1,319
| New | +$218K | 0.17% | 77 |
|
|
2018
Q2 | – | Sell |
-1,078
| Closed | -$90K | – | 385 |
|
|
2018
Q1 | $90K | Hold |
1,078
| – | – | 0.08% | 126 |
|
|
2017
Q4 | $78K | Buy |
+1,078
| New | +$78K | 0.06% | 143 |
|