Steward Partners Investment Advisory’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-940
| Closed | -$27.4K | – | 7435 |
|
|
2021
Q1 | $27.4K | Buy |
+940
| New | +$27.4K | ﹤0.01% | 2318 |
|
|
2020
Q2 | – | Sell |
-9,523
| Closed | -$252K | – | 2762 |
|
|
2020
Q1 | $252K | Sell |
9,523
-775
| -8% | -$20.5K | 0.01% | 727 |
|
|
2019
Q4 | $240K | Buy |
+10,298
| New | +$240K | 0.01% | 828 |
|
|
2018
Q4 | – | Sell |
-22,584
| Closed | -$374K | – | 2216 |
|
|
2018
Q3 | $374K | Buy |
22,584
+471
| +2% | +$7.8K | 0.02% | 572 |
|
|
2018
Q2 | $442K | Buy |
+22,113
| New | +$442K | 0.03% | 486 |
|