Marotta Asset Management’s SPDR Solactive Canada ETF ZCAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-81,824
Closed -$5.23M 99
2020
Q4
$5.23M Sell
81,824
-16,863
-17% -$1.03M 1.38% 24
2020
Q3
$5.63M Sell
98,687
-16,214
-14% -$929K 1.71% 21
2020
Q2
$6.18M Sell
114,901
-7,378
-6% -$376K 1.98% 16
2020
Q1
$5.35M Sell
122,279
-7,250
-6% -$415K 2.06% 14
2019
Q4
$8.02M Buy
+129,529
New +$7.89M 2.46% 13

Marotta Asset Management's ZCAN Position: Q1 2021 in Review

Marotta Asset Management sold out of SPDR Solactive Canada ETF (ZCAN) in Q1 2021, closing a stake of 81,824 shares — an estimated $5.23M sold.

Marotta Asset Management first reported a position in ZCAN in Q4 2019 and held it in 5 quarters. The position peaked at $8.02M in Q4 2019. 0 funds tracked by Wall St. Rank hold ZCAN as of Q1 2021.

  • Marotta Asset Management reported no remaining SPDR Solactive Canada ETF position as of Q1 2021 after selling out during the quarter.
  • Marotta Asset Management sold 81,824 SPDR Solactive Canada ETF shares in Q1 2021, an estimated $5.23M.
  • Marotta Asset Management first reported a position in SPDR Solactive Canada ETF in Q4 2019 and held it in 5 quarters.
  • Marotta Asset Management's SPDR Solactive Canada ETF position peaked at $8.02M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held SPDR Solactive Canada ETF as of Q1 2021.

Based on Marotta Asset Management's 13F filing for Q1 2021, filed 9 Apr 2021.