OWA
One Wealth Advisors’s Zymeworks ZYME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,404
| Closed | -$124K | – | 304 |
|
|
2025
Q1 | $124K | Sell |
10,404
-3,575
| -26% | -$42.6K | 0.02% | 279 |
|
|
2024
Q4 | $205K | Sell |
13,979
-10,366
| -43% | -$152K | 0.03% | 239 |
|
|
2024
Q3 | $306K | Sell |
24,345
-581
| -2% | -$7.29K | 0.05% | 198 |
|
|
2024
Q2 | $252K | Sell |
24,926
-444
| -2% | -$4.49K | 0.05% | 184 |
|
|
2024
Q1 | $267K | Buy |
25,370
+13,249
| +109% | +$139K | 0.05% | 197 |
|
|
2023
Q4 | $126K | Hold |
12,121
| – | – | 0.02% | 205 |
|
|
2023
Q3 | $76.8K | Buy |
+12,121
| New | +$76.8K | 0.02% | 186 |
|