Baystate Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.52K | Sell |
35
-95
| -73% | -$6.83K | ﹤0.01% | 1019 |
|
|
2023
Q3 | $9.09K | Hold |
130
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $8.82K | Buy |
+130
| New | +$8.82K | ﹤0.01% | 597 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1094 |
|
|
2022
Q4 | – | Sell |
-49
| Closed | -$4K | – | 1005 |
|
|
2022
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 677 |
|
|
2022
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 677 |
|
|
2022
Q1 | $6K | Sell |
49
-51
| -51% | -$6.25K | ﹤0.01% | 647 |
|
|
2021
Q4 | $18K | Buy |
+100
| New | +$18K | ﹤0.01% | 489 |
|