Belpointe Asset Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,495
| Closed | -$110K | – | 3460 |
|
|
2023
Q1 | $110K | Buy |
1,495
+605
| +68% | +$44.7K | 0.01% | 1246 |
|
|
2022
Q4 | $60.3K | Buy |
+890
| New | +$60.3K | ﹤0.01% | 1498 |
|
|
2022
Q3 | – | Sell |
-924
| Closed | -$101K | – | 1245 |
|
|
2022
Q2 | $101K | Buy |
924
+35
| +4% | +$3.83K | 0.01% | 1119 |
|
|
2022
Q1 | $104K | Sell |
889
-678
| -43% | -$79.3K | 0.01% | 1203 |
|
|
2021
Q4 | $288K | Sell |
1,567
-463
| -23% | -$85.1K | 0.02% | 736 |
|
|
2021
Q3 | $530K | Sell |
2,030
-158
| -7% | -$41.3K | 0.04% | 494 |
|
|
2021
Q2 | $847K | Sell |
2,188
-394
| -15% | -$153K | 0.06% | 332 |
|
|
2021
Q1 | $829K | Sell |
2,582
-1,214
| -32% | -$390K | 0.07% | 289 |
|
|
2020
Q4 | $1.25M | Sell |
3,796
-590
| -13% | -$194K | 0.11% | 214 |
|
|
2020
Q3 | $2.06M | Sell |
4,386
-2,843
| -39% | -$1.34M | 0.23% | 94 |
|
|
2020
Q2 | $1.83M | Sell |
7,229
-220
| -3% | -$55.8K | 0.24% | 83 |
|
|
2020
Q1 | $1.09M | Buy |
+7,449
| New | +$1.09M | 0.19% | 122 |
|