Mount Yale Investment Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,078
Closed -$515K 505
2022
Q1
$515K Sell
7,078
-395
-5% -$28.7K 0.06% 299
2021
Q4
$440K Buy
7,473
+109
+1% +$6.42K 0.05% 310
2021
Q3
$373K Buy
7,364
+183
+3% +$9.27K 0.04% 321
2021
Q2
$323K Buy
+7,181
New +$323K 0.04% 307