Invenio Wealth Partners’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,719
Closed -$339K 109
2023
Q4
$339K Sell
1,719
-50
-3% -$9.87K 0.25% 61
2023
Q3
$308K Sell
1,769
-1,060
-37% -$184K 0.28% 60
2023
Q2
$487K Buy
+2,829
New +$487K 0.55% 38