Applied Research Investments’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 |
-8,837
| Closed | -$2.31M | – | 42 |
|
|
2021
Q3 | $2.31M | Sell |
8,837
-3,995
| -31% | -$1.04M | 0.77% | 38 |
|
|
2021
Q2 | $4.97M | Hold |
12,832
| – | – | 1.77% | 19 |
|
|
2021
Q1 | $4.12M | Buy |
12,832
+613
| +5% | +$197K | 1.5% | 23 |
|
|
2020
Q4 | $4.12M | Buy |
12,219
+2,132
| +21% | +$719K | 1.76% | 19 |
|
|
2020
Q3 | $4.74M | Buy |
+10,087
| New | +$4.74M | 2.68% | 9 |
|