WealthPLAN Partners’s Zai Lab ZLAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,393
| Closed | -$1.5M | – | 1333 |
|
|
2022
Q4 | $1.5M | Buy |
+39,393
| New | +$1.5M | 0.1% | 142 |
|
|
2022
Q1 | $1.58M | Hold |
39,543
| – | – | 0.11% | 131 |
|
|
2021
Q4 | $1.96M | Hold |
39,543
| – | – | 0.13% | 122 |
|
|
2021
Q3 | $2.79M | Buy |
39,543
+150
| +0.4% | +$10.6K | 0.19% | 100 |
|
|
2021
Q2 | $5.81M | Hold |
39,393
| – | – | 0.41% | 68 |
|
|
2021
Q1 | $6.15M | Hold |
39,393
| – | – | 0.48% | 64 |
|
|
2020
Q4 | $7.02M | Hold |
39,393
| – | – | 0.6% | 59 |
|
|
2020
Q3 | $3.9M | Hold |
39,393
| – | – | 0.38% | 73 |
|
|
2020
Q2 | $3.2M | Sell |
39,393
-75,500
| -66% | -$6.14M | 0.33% | 75 |
|
|
2020
Q1 | $7.41M | Sell |
114,893
-6,000
| -5% | -$387K | 0.96% | 26 |
|
|
2019
Q4 | $7.22M | Sell |
120,893
-34,000
| -22% | -$2.03M | 0.85% | 33 |
|
|
2019
Q3 | $5.99M | Hold |
154,893
| – | – | 0.82% | 38 |
|
|
2019
Q2 | $5.06M | Sell |
154,893
-12,280
| -7% | -$401K | 0.76% | 38 |
|
|
2019
Q1 | $4.75M | Sell |
167,173
-4,806
| -3% | -$137K | 0.74% | 42 |
|
|
2018
Q4 | $4.82M | Buy |
+171,979
| New | +$4.82M | 0.78% | 37 |
|