Alta Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,456
| Closed | -$642K | – | 159 |
|
|
2021
Q3 | $642K | Buy |
2,456
+114
| +5% | +$29.8K | 0.47% | 77 |
|
|
2021
Q2 | $906K | Sell |
2,342
-75
| -3% | -$29K | 0.66% | 50 |
|
|
2021
Q1 | $777K | Buy |
2,417
+43
| +2% | +$13.8K | 0.65% | 56 |
|
|
2020
Q4 | $801K | Buy |
+2,374
| New | +$801K | 0.67% | 50 |
|