1776 Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$257K | – | 135 |
|
|
2021
Q4 | $257K | Sell |
1,400
-1,560
| -53% | -$286K | 0.14% | 106 |
|
|
2021
Q3 | $774K | Sell |
2,960
-18
| -0.6% | -$4.71K | 0.44% | 40 |
|
|
2021
Q2 | $1.15M | Hold |
2,978
| – | – | 0.65% | 29 |
|
|
2021
Q1 | $957K | Buy |
2,978
+1,100
| +59% | +$353K | 0.6% | 36 |
|
|
2020
Q4 | $633K | Buy |
1,878
+1,000
| +114% | +$337K | 0.4% | 43 |
|
|
2020
Q3 | $412K | Sell |
878
-110
| -11% | -$51.6K | 0.3% | 54 |
|
|
2020
Q2 | $250K | Sell |
988
-378
| -28% | -$95.6K | 0.17% | 87 |
|
|
2020
Q1 | $149K | Buy |
1,366
+738
| +118% | +$80.5K | 0.06% | 161 |
|
|
2019
Q4 | $42K | Buy |
+628
| New | +$42K | 0.04% | 195 |
|