O'Shaughnessy Asset Management’s Zumiez ZUMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,243
| Closed | -$611K | – | 2710 |
|
|
2021
Q1 | $611K | Buy |
+14,243
| New | +$611K | 0.01% | 537 |
|
|
2015
Q3 | – | Sell |
-27,678
| Closed | -$737K | – | 1024 |
|
|
2015
Q2 | $737K | Sell |
27,678
-6,079
| -18% | -$162K | 0.01% | 342 |
|
|
2015
Q1 | $1.36M | Buy |
33,757
+8,294
| +33% | +$333K | 0.03% | 268 |
|
|
2014
Q4 | $978K | Buy |
+25,463
| New | +$978K | 0.02% | 319 |
|