Roosevelt Investment Group’s Zumiez ZUMZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-8,460
| Closed | -$220K | – | 299 |
|
2022
Q2 | $220K | Sell |
8,460
-1,110
| -12% | -$28.9K | 0.02% | 254 |
|
2022
Q1 | $366K | Sell |
9,570
-159
| -2% | -$6.08K | 0.02% | 217 |
|
2021
Q4 | $467K | Hold |
9,729
| – | – | 0.03% | 196 |
|
2021
Q3 | $387K | Hold |
9,729
| – | – | 0.02% | 198 |
|
2021
Q2 | $477K | Buy |
+9,729
| New | +$477K | 0.03% | 179 |
|