Walled Lake Planning & Wealth Management’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-300
| Closed | -$58K | – | 321 |
|
2021
Q3 | $58K | Buy |
300
+1
| +0.3% | +$193 | 0.04% | 159 |
|
2021
Q2 | $56K | Hold |
299
| – | – | 0.04% | 150 |
|
2021
Q1 | $47K | Hold |
299
| – | – | 0.03% | 149 |
|
2020
Q4 | $49K | Hold |
299
| – | – | 0.04% | 135 |
|
2020
Q3 | $49K | Buy |
299
+1
| +0.3% | +$164 | 0.04% | 125 |
|
2020
Q2 | $41K | Sell |
298
-22
| -7% | -$3.03K | 0.03% | 121 |
|
2020
Q1 | $38K | Buy |
320
+22
| +7% | +$2.61K | 0.03% | 115 |
|
2019
Q4 | $39K | Buy |
+298
| New | +$39K | 0.03% | 129 |
|