Patriot Financial Group Insurance Agency’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,122
| Closed | -$31K | – | 1997 |
|
2022
Q2 | $31K | Hold |
1,122
| – | – | 0.01% | 887 |
|
2022
Q1 | $28K | Sell |
1,122
-215
| -16% | -$5.37K | 0.01% | 971 |
|
2021
Q4 | $38K | Buy |
1,337
+9
| +0.7% | +$256 | 0.01% | 980 |
|
2021
Q3 | $41K | Hold |
1,328
| – | – | 0.01% | 931 |
|
2021
Q2 | $40K | Hold |
1,328
| – | – | 0.01% | 916 |
|
2021
Q1 | $39K | Sell |
1,328
-75
| -5% | -$2.2K | 0.01% | 861 |
|
2020
Q4 | $41K | Sell |
1,403
-450
| -24% | -$13.2K | 0.01% | 750 |
|
2020
Q3 | $55K | Sell |
1,853
-200
| -10% | -$5.94K | 0.02% | 522 |
|
2020
Q2 | $75K | Sell |
2,053
-12
| -0.6% | -$438 | 0.03% | 423 |
|
2020
Q1 | $55K | Buy |
2,065
+115
| +6% | +$3.06K | 0.03% | 437 |
|
2019
Q4 | $46K | Hold |
1,950
| – | – | 0.02% | 494 |
|
2019
Q3 | $42K | Sell |
1,950
-1,675
| -46% | -$36.1K | 0.02% | 474 |
|
2019
Q2 | $71K | Buy |
+3,625
| New | +$71K | 0.03% | 380 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 1455 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 1299 |
|