AWM
Ameliora Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-636
| Closed | -$45.7K | – | 206 |
|
|
2023
Q4 | $45.7K | Hold |
636
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $44.5K | Hold |
636
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $43.2K | Hold |
636
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $47K | Hold |
636
| – | – | 0.03% | 135 |
|
|
2022
Q4 | $43.1K | Hold |
636
| – | – | 0.02% | 154 |
|
|
2022
Q3 | $47K | Buy |
+636
| New | +$47K | 0.03% | 141 |
|