J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
+11,579
| New | +$186K | ﹤0.01% | 1367 |
|
|
2023
Q3 | – | Sell |
-44,978
| Closed | -$557K | – | 798 |
|
|
2023
Q2 | $557K | Buy |
44,978
+10,456
| +30% | +$130K | 0.04% | 394 |
|
|
2023
Q1 | $814K | Buy |
+34,522
| New | +$814K | 0.06% | 331 |
|
|
2022
Q2 | – | Sell |
-2,854
| Closed | -$208K | – | 833 |
|
|
2022
Q1 | $208K | Sell |
2,854
-1,898
| -40% | -$138K | 0.01% | 737 |
|
|
2021
Q4 | $280K | Sell |
4,752
-2,499
| -34% | -$147K | 0.02% | 675 |
|
|
2021
Q3 | $368K | Sell |
7,251
-292
| -4% | -$14.8K | 0.03% | 307 |
|
|
2021
Q2 | $339K | Buy |
+7,543
| New | +$339K | 0.03% | 546 |
|