Stratos Wealth Partners’s ZIM Integrated Shipping Services ZIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,939
| Closed | -$305K | – | 1238 |
|
|
2023
Q1 | $305K | Sell |
12,939
-5,949
| -31% | -$140K | 0.01% | 866 |
|
|
2022
Q4 | $325K | Sell |
18,888
-5,290
| -22% | -$90.9K | 0.01% | 859 |
|
|
2022
Q3 | $568K | Sell |
24,178
-2,454
| -9% | -$57.7K | 0.02% | 642 |
|
|
2022
Q2 | $1.26M | Sell |
26,632
-1,436
| -5% | -$67.8K | 0.03% | 442 |
|
|
2022
Q1 | $2.04M | Buy |
28,068
+5,818
| +26% | +$423K | 0.05% | 350 |
|
|
2021
Q4 | $1.31M | Buy |
22,250
+4,475
| +25% | +$263K | 0.03% | 486 |
|
|
2021
Q3 | $901K | Buy |
17,775
+11,975
| +206% | +$607K | 0.02% | 550 |
|
|
2021
Q2 | $261K | Buy |
+5,800
| New | +$261K | 0.01% | 1027 |
|