B. Riley Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,098
| Closed | -$210K | – | 1623 |
|
|
2022
Q4 | $210K | Sell |
3,098
-83
| -3% | -$5.62K | 0.01% | 1232 |
|
|
2022
Q3 | $234K | Buy |
3,181
+1,147
| +56% | +$84.4K | 0.01% | 1155 |
|
|
2022
Q2 | $220K | Sell |
2,034
-793
| -28% | -$85.8K | 0.01% | 1011 |
|
|
2022
Q1 | $332K | Sell |
2,827
-385
| -12% | -$45.2K | 0.01% | 962 |
|
|
2021
Q4 | $591K | Sell |
3,212
-2,742
| -46% | -$505K | 0.02% | 729 |
|
|
2021
Q3 | $1.64M | Sell |
5,954
-243
| -4% | -$66.8K | 0.05% | 392 |
|
|
2021
Q2 | $2.36M | Buy |
6,197
+2,795
| +82% | +$1.06M | 0.08% | 295 |
|
|
2021
Q1 | $1.11M | Sell |
3,402
-317
| -9% | -$103K | 0.04% | 449 |
|
|
2020
Q4 | $1.26M | Sell |
3,719
-115
| -3% | -$38.8K | 0.07% | 277 |
|
|
2020
Q3 | $1.66M | Sell |
3,834
-2,782
| -42% | -$1.21M | 0.09% | 230 |
|
|
2020
Q2 | $1.68M | Sell |
6,616
-89
| -1% | -$22.6K | 0.11% | 193 |
|
|
2020
Q1 | $980K | Buy |
+6,705
| New | +$980K | 0.08% | 240 |
|
|
2019
Q3 | – | Sell |
-4,411
| Closed | -$392K | – | 858 |
|
|
2019
Q2 | $392K | Buy |
+4,411
| New | +$392K | 0.04% | 469 |
|