Balasa Dinverno & Foltz’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 |
-783
| Closed | -$205K | – | 356 |
|
|
2021
Q3 | $205K | Sell |
783
-299
| -28% | -$78.3K | 0.01% | 321 |
|
|
2021
Q2 | $419K | Sell |
1,082
-670
| -38% | -$259K | 0.03% | 209 |
|
|
2021
Q1 | $563K | Sell |
1,752
-166
| -9% | -$53.3K | 0.05% | 170 |
|
|
2020
Q4 | $647K | Buy |
1,918
+24
| +1% | +$8.1K | 0.05% | 146 |
|
|
2020
Q3 | $890K | Buy |
+1,894
| New | +$890K | 0.08% | 105 |
|