Marotta Asset Management’s SPDR Solactive Hong Kong ETF ZHOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-88,987
Closed -$5.89M 100
2020
Q4
$5.89M Sell
88,987
-41,056
-32% -$2.55M 1.55% 22
2020
Q3
$7.58M Buy
130,043
+12,500
+11% +$740K 2.3% 14
2020
Q2
$6.74M Buy
117,543
+39,859
+51% +$2.23M 2.16% 15
2020
Q1
$3.97M Buy
77,684
+27,656
+55% +$1.65M 1.53% 21
2019
Q4
$3.02M Buy
+50,028
New +$3.07M 0.92% 32

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

Marotta Asset Management sold out of SPDR Solactive Hong Kong ETF (ZHOK) in Q1 2021, closing a stake of 88,987 shares — an estimated $5.89M sold.

Marotta Asset Management first reported a position in ZHOK in Q4 2019 and held it in 5 quarters. The position peaked at $7.58M in Q3 2020. 0 funds tracked by Wall St. Rank hold ZHOK as of Q1 2021.

  • Marotta Asset Management reported no remaining SPDR Solactive Hong Kong ETF position as of Q1 2021 after selling out during the quarter.
  • Marotta Asset Management sold 88,987 SPDR Solactive Hong Kong ETF shares in Q1 2021, an estimated $5.89M.
  • Marotta Asset Management first reported a position in SPDR Solactive Hong Kong ETF in Q4 2019 and held it in 5 quarters.
  • Marotta Asset Management's SPDR Solactive Hong Kong ETF position peaked at $7.58M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held SPDR Solactive Hong Kong ETF as of Q1 2021.

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