ACG Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-764
| Closed | -$83K | – | 1047 |
|
|
2022
Q2 | $83K | Buy |
+764
| New | +$83K | 0.02% | 360 |
|
|
2021
Q3 | – | Sell |
-3,613
| Closed | -$1.4M | – | 316 |
|
|
2021
Q2 | $1.4M | Sell |
3,613
-2,020
| -36% | -$782K | 0.18% | 114 |
|
|
2021
Q1 | $1.81M | Sell |
5,633
-227
| -4% | -$72.9K | 0.24% | 89 |
|
|
2020
Q4 | $1.98M | Buy |
5,860
+50
| +0.9% | +$16.9K | 0.27% | 80 |
|
|
2020
Q3 | $2.73M | Buy |
5,810
+31
| +0.5% | +$14.6K | 0.41% | 67 |
|
|
2020
Q2 | $1.47M | Buy |
5,779
+434
| +8% | +$110K | 0.24% | 83 |
|
|
2020
Q1 | $781K | Buy |
+5,345
| New | +$781K | 0.15% | 131 |
|