Integrated Wealth Concepts’s ZIM Integrated Shipping Services ZIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-18,376
| Closed | -$192K | – | 1677 |
|
2023
Q3 | $192K | Sell |
18,376
-2,250
| -11% | -$23.5K | ﹤0.01% | 1423 |
|
2023
Q2 | $256K | Buy |
20,626
+279
| +1% | +$3.46K | ﹤0.01% | 1303 |
|
2023
Q1 | $480K | Buy |
20,347
+8,322
| +69% | +$196K | 0.01% | 868 |
|
2022
Q4 | $207K | Buy |
+12,025
| New | +$207K | 0.01% | 939 |
|
2022
Q3 | – | Sell |
-25,466
| Closed | -$1.2M | – | 1028 |
|
2022
Q2 | $1.2M | Buy |
25,466
+20,351
| +398% | +$961K | 0.04% | 397 |
|
2022
Q1 | $372K | Buy |
+5,115
| New | +$372K | 0.01% | 666 |
|