Biltmore Capital Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $407K | Sell |
2,215
-154
| -7% | -$28.3K | 0.07% | 98 |
|
2021
Q3 | $619K | Buy |
2,369
+89
| +4% | +$23.3K | 0.11% | 77 |
|
2021
Q2 | $882K | Buy |
2,280
+5
| +0.2% | +$1.93K | 0.16% | 56 |
|
2021
Q1 | $731K | Buy |
+2,275
| New | +$731K | 0.16% | 63 |
|
2020
Q3 | – | Sell |
-1,250
| Closed | -$317K | – | 106 |
|
2020
Q2 | $317K | Sell |
1,250
-4,650
| -79% | -$1.18M | 0.09% | 53 |
|
2020
Q1 | $862K | Buy |
+5,900
| New | +$862K | 0.31% | 32 |
|
2019
Q4 | – | Sell |
-6,500
| Closed | -$495K | – | 80 |
|
2019
Q3 | $495K | Buy |
6,500
+4,000
| +160% | +$305K | 0.13% | 42 |
|
2019
Q2 | $222K | Buy |
+2,500
| New | +$222K | 0.06% | 55 |
|