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Values First Advisors’s ZipRecruiter ZIP Stock Holding History

Values First Advisors’s Portfolio ZIP Stock Details ZIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,002
Closed -$252K – 181
2023
Q3 		$252K Buy
21,002
+926
+5% +$11.1K 0.16% 130
2023
Q2 		$357K Buy
+20,076
New +$357K 0.22% 116