Mark Sheptoff Financial Planning’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$61K | – | 433 |
|
|
2021
Q2 | $61K | Sell |
2,000
-904
| -31% | -$27.6K | 0.03% | 167 |
|
|
2021
Q1 | $85K | Sell |
2,904
-4,100
| -59% | -$120K | 0.05% | 132 |
|
|
2020
Q4 | $204K | Buy |
7,004
+700
| +11% | +$20.4K | 0.12% | 92 |
|
|
2020
Q3 | $189K | Sell |
6,304
-500
| -7% | -$15K | 0.12% | 90 |
|
|
2020
Q2 | $250K | Buy |
6,804
+3,104
| +84% | +$114K | 0.16% | 76 |
|
|
2020
Q1 | $98K | Buy |
3,700
+1,800
| +95% | +$47.7K | 0.07% | 106 |
|
|
2019
Q4 | $44K | Buy |
+1,900
| New | +$44K | 0.03% | 158 |
|
|
2018
Q4 | – | Sell |
-2,400
| Closed | -$40K | – | 368 |
|
|
2018
Q3 | $40K | Buy |
+2,400
| New | +$40K | 0.03% | 187 |
|