BDWM
Brewin Dolphin Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16K | Buy |
140
+70
| +100% | +$8K | ﹤0.01% | 260 |
|
|
2022
Q1 | $8K | Hold |
70
| – | – | ﹤0.01% | 303 |
|
|
2021
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $18.3K | Hold |
70
| – | – | ﹤0.01% | 269 |
|
|
2021
Q2 | $27.1K | Sell |
70
-45
| -39% | -$17.4K | ﹤0.01% | 242 |
|
|
2021
Q1 | $36.9K | Hold |
115
| – | – | 0.01% | 201 |
|
|
2020
Q4 | $38.8K | Hold |
115
| – | – | 0.01% | 177 |
|
|
2020
Q3 | $54.1K | Sell |
115
-55
| -32% | -$25.9K | 0.01% | 156 |
|
|
2020
Q2 | $43.1K | Hold |
170
| – | – | 0.01% | 165 |
|
|
2020
Q1 | $24.8K | Buy |
+170
| New | +$24.8K | 0.01% | 135 |
|