B. Riley Wealth Management’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 |
-1,920
| Closed | -$353K | – | 714 |
|
|
2021
Q4 | $353K | Sell |
1,920
-255
| -12% | -$46.9K | 0.02% | 428 |
|
|
2021
Q3 | $569K | Sell |
2,175
-24
| -1% | -$6.28K | 0.04% | 305 |
|
|
2021
Q2 | $851K | Sell |
2,199
-4,801
| -69% | -$1.86M | 0.09% | 177 |
|
|
2021
Q1 | $2.25M | Buy |
+7,000
| New | +$2.25M | 0.26% | 91 |
|
|
2020
Q4 | – | Sell |
-10,564
| Closed | -$4.97M | – | 475 |
|
|
2020
Q3 | $4.97M | Buy |
10,564
+225
| +2% | +$106K | 0.59% | 48 |
|
|
2020
Q2 | $2.62M | Sell |
10,339
-8,462
| -45% | -$2.15M | 0.29% | 90 |
|
|
2020
Q1 | $2.75M | Buy |
+18,801
| New | +$2.75M | 0.29% | 87 |
|