James Investment Research’s Zumiez ZUMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,930
| Closed | -$183K | – | 553 |
|
|
2023
Q1 | $183K | Hold |
9,930
| – | – | 0.02% | 270 |
|
|
2022
Q4 | $216K | Sell |
9,930
-75
| -0.7% | -$1.63K | 0.03% | 256 |
|
|
2022
Q3 | $215K | Hold |
10,005
| – | – | 0.03% | 251 |
|
|
2022
Q2 | $260K | Sell |
10,005
-5,165
| -34% | -$134K | 0.03% | 228 |
|
|
2022
Q1 | $580K | Buy |
15,170
+27
| +0.2% | +$1.03K | 0.06% | 189 |
|
|
2021
Q4 | $727K | Buy |
15,143
+10,500
| +226% | +$504K | 0.07% | 176 |
|
|
2021
Q3 | $185K | Hold |
4,643
| – | – | 0.02% | 284 |
|
|
2021
Q2 | $227K | Buy |
+4,643
| New | +$227K | 0.02% | 277 |
|