Ascent Wealth Partners’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 |
-4,446
| Closed | -$818K | – | 158 |
|
|
2021
Q4 | $818K | Sell |
4,446
-246
| -5% | -$45.3K | 0.15% | 92 |
|
|
2021
Q3 | $1.23M | Buy |
4,692
+33
| +0.7% | +$8.63K | 0.23% | 76 |
|
|
2021
Q2 | $1.8M | Sell |
4,659
-330
| -7% | -$128K | 0.34% | 66 |
|
|
2021
Q1 | $1.6M | Buy |
4,989
+113
| +2% | +$36.3K | 0.35% | 65 |
|
|
2020
Q4 | $1.64M | Sell |
4,876
-79
| -2% | -$26.6K | 0.37% | 62 |
|
|
2020
Q3 | $2.33M | Sell |
4,955
-1,446
| -23% | -$680K | 0.6% | 50 |
|
|
2020
Q2 | $1.62M | Buy |
6,401
+186
| +3% | +$47.2K | 0.47% | 55 |
|
|
2020
Q1 | $908K | Buy |
+6,215
| New | +$908K | 0.33% | 57 |
|