Waverly Advisors’s Zoe's Kitchen, Inc. ZOES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-200
| Closed | -$8K | – | 434 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | 0.01% | 359 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 293 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 290 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 607 |
|
|
2014
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 537 |
|