WAM
WT Asset Management’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-96,000
| Closed | -$2.32M | – | 34 |
|
|
2023
Q3 | $2.32M | Buy |
+96,000
| New | +$2.32M | 0.26% | 17 |
|
|
2020
Q4 | – | Sell |
-153,500
| Closed | -$4.59M | – | 16 |
|
|
2020
Q3 | $4.59M | Sell |
153,500
-180,247
| -54% | -$5.39M | 1.08% | 13 |
|
|
2020
Q2 | $12.3M | Sell |
333,747
-135,800
| -29% | -$4.99M | 2.95% | 11 |
|
|
2020
Q1 | $12.4M | Buy |
469,547
+42,447
| +10% | +$1.12M | 2.29% | 16 |
|
|
2019
Q4 | $9.97M | Sell |
427,100
-292,900
| -41% | -$6.84M | 3.08% | 12 |
|
|
2019
Q3 | $15.4M | Buy |
720,000
+287,600
| +67% | +$6.13M | 5.91% | 5 |
|
|
2019
Q2 | $8.27M | Buy |
+432,400
| New | +$8.27M | 2.56% | 13 |
|
|
2019
Q1 | – | Sell |
-477,665
| Closed | -$7.56M | – | 33 |
|
|
2018
Q4 | $7.56M | Buy |
+477,665
| New | +$7.56M | 4.44% | 8 |
|