Wela Strategies’s Zymeworks ZYME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70,255
| Closed | -$445K | – | 50 |
|
|
2023
Q3 | $445K | Buy |
70,255
+39,531
| +129% | +$251K | 0.27% | 31 |
|
|
2023
Q2 | $265K | Buy |
30,724
+14,830
| +93% | +$128K | 0.2% | 37 |
|
|
2023
Q1 | $144K | Buy |
+15,894
| New | +$144K | 0.08% | 45 |
|
|
2022
Q4 | – | Sell |
-14,796
| Closed | -$91K | – | 46 |
|
|
2022
Q3 | $91K | Hold |
14,796
| – | – | 0.06% | 44 |
|
|
2022
Q2 | $78K | Buy |
+14,796
| New | +$78K | 0.05% | 44 |
|