Avestar Capital’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,419
| Closed | -$321K | – | 457 |
|
|
2024
Q2 | $321K | Buy |
+5,419
| New | +$321K | 0.03% | 298 |
|
|
2022
Q4 | – | Sell |
-2,972
| Closed | -$219K | – | 301 |
|
|
2022
Q3 | $219K | Sell |
2,972
-1,283
| -30% | -$94.5K | 0.06% | 221 |
|
|
2022
Q2 | $459K | Sell |
4,255
-5,543
| -57% | -$598K | 0.11% | 111 |
|
|
2022
Q1 | $1.15M | Buy |
9,798
+235
| +2% | +$27.6K | 0.18% | 89 |
|
|
2021
Q4 | $1.76M | Sell |
9,563
-1,255
| -12% | -$231K | 0.22% | 59 |
|
|
2021
Q3 | $2.83M | Sell |
10,818
-2,268
| -17% | -$593K | 0.36% | 41 |
|
|
2021
Q2 | $5.07M | Buy |
13,086
+3,264
| +33% | +$1.26M | 0.68% | 21 |
|
|
2021
Q1 | $3.25M | Buy |
9,822
+1,594
| +19% | +$528K | 0.73% | 27 |
|
|
2020
Q4 | $2.78M | Buy |
8,228
+50
| +0.6% | +$16.9K | 0.77% | 22 |
|
|
2020
Q3 | $4.23M | Sell |
8,178
-307
| -4% | -$159K | 1.4% | 17 |
|
|
2020
Q2 | $2.15M | Buy |
8,485
+583
| +7% | +$148K | 0.95% | 20 |
|
|
2020
Q1 | $1.16M | Buy |
7,902
+3,268
| +71% | +$478K | 0.63% | 34 |
|
|
2019
Q4 | $315K | Buy |
+4,634
| New | +$315K | 0.18% | 110 |
|