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Summit Trail Advisors’s ZipRecruiter ZIP Stock Holding History

Summit Trail Advisors’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,156
Closed -$96.5K – 798
2024
Q3 		$96.5K Buy
+10,156
New +$96.5K ﹤0.01% 704
2024
Q1 		– Sell
-10,093
Closed -$140K – 642
2023
Q4 		$140K Buy
+10,093
New +$140K ﹤0.01% 518