Marotta Asset Management’s SPDR Solactive Hong Kong ETF ZHOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-88,987
| Closed | -$5.89M | – | 100 |
|
|
2020
Q4 | $5.89M | Sell |
88,987
-41,056
| -32% | -$2.72M | 1.55% | 22 |
|
|
2020
Q3 | $7.58M | Buy |
130,043
+12,500
| +11% | +$729K | 2.3% | 14 |
|
|
2020
Q2 | $6.74M | Buy |
117,543
+39,859
| +51% | +$2.29M | 2.16% | 15 |
|
|
2020
Q1 | $3.97M | Buy |
77,684
+27,656
| +55% | +$1.41M | 1.53% | 21 |
|
|
2019
Q4 | $3.02M | Buy |
+50,028
| New | +$3.02M | 0.92% | 32 |
|