Beacon Investment Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,358
| Closed | -$255K | – | 294 |
|
|
2022
Q2 | $255K | Sell |
2,358
-144
| -6% | -$15.6K | 0.01% | 247 |
|
|
2022
Q1 | $293K | Buy |
2,502
+52
| +2% | +$6.09K | 0.01% | 255 |
|
|
2021
Q4 | $451K | Buy |
2,450
+221
| +10% | +$40.7K | 0.02% | 220 |
|
|
2021
Q3 | $583K | Buy |
2,229
+342
| +18% | +$89.5K | 0.02% | 198 |
|
|
2021
Q2 | $730K | Buy |
1,887
+630
| +50% | +$244K | 0.03% | 183 |
|
|
2021
Q1 | $404K | Buy |
+1,257
| New | +$404K | 0.02% | 223 |
|