IFP Advisors’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23
| Closed | -$570 | – | 4678 |
|
|
2024
Q3 | $570 | Hold |
23
| – | – | ﹤0.01% | 3138 |
|
|
2024
Q2 | $477 | Buy |
+23
| New | +$477 | ﹤0.01% | 3094 |
|
|
2023
Q1 | – | Sell |
-660
| Closed | -$14K | – | 4480 |
|
|
2022
Q4 | $14K | Sell |
660
-150
| -19% | -$3.18K | ﹤0.01% | 3184 |
|
|
2022
Q3 | $30K | Buy |
810
+307
| +61% | +$11.4K | ﹤0.01% | 2781 |
|
|
2022
Q2 | $10K | Hold |
503
| – | – | ﹤0.01% | 3433 |
|
|
2022
Q1 | $10K | Buy |
+503
| New | +$10K | ﹤0.01% | 3433 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4684 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4482 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4351 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4158 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3998 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3817 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3719 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3686 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3699 |
|
|
2019
Q1 | – | Sell |
-920
| Closed | -$15K | – | 3476 |
|
|
2018
Q4 | $15K | Sell |
920
-1,980
| -68% | -$32.3K | ﹤0.01% | 2276 |
|
|
2018
Q3 | $48K | Buy |
2,900
+635
| +28% | +$10.5K | ﹤0.01% | 1909 |
|
|
2018
Q2 | $45K | Buy |
2,265
+2,115
| +1,410% | +$42K | ﹤0.01% | 1971 |
|
|
2018
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 3553 |
|
|
2017
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 3553 |
|
|
2017
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 3766 |
|
|
2017
Q2 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 3749 |
|