J.P. Morgan Private Wealth Advisors’s Zosano Pharma Corporation ZSAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$7K | – | 2103 |
|
|
2021
Q4 | $7K | Sell |
400
-149
| -27% | -$2.61K | ﹤0.01% | 1982 |
|
|
2021
Q3 | $14K | Hold |
549
| – | – | ﹤0.01% | 1932 |
|
|
2021
Q2 | $18K | Buy |
+549
| New | +$18K | ﹤0.01% | 1892 |
|
|
2018
Q3 | – | Sell |
-1,986
| Closed | -$284K | – | 1619 |
|
|
2018
Q2 | $284K | Buy |
+1,986
| New | +$284K | ﹤0.01% | 1229 |
|
|
2017
Q4 | – | Sell |
-257
| Closed | -$148K | – | 1332 |
|
|
2017
Q3 | $148K | Buy |
257
+33
| +15% | +$19K | ﹤0.01% | 1179 |
|
|
2017
Q2 | $221K | Buy |
224
+133
| +146% | +$131K | ﹤0.01% | 1119 |
|
|
2017
Q1 | $121K | Buy |
+91
| New | +$121K | ﹤0.01% | 1288 |
|