Brinker Capital Investments’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 |
-2,421
| Closed | -$261K | – | 1403 |
|
|
2022
Q2 | $261K | Buy |
2,421
+120
| +5% | +$12.9K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $270K | Sell |
2,301
-134
| -6% | -$15.7K | ﹤0.01% | 1257 |
|
|
2021
Q4 | $448K | Sell |
2,435
-171
| -7% | -$31.5K | 0.01% | 1101 |
|
|
2021
Q3 | $1.01M | Hold |
2,606
| – | – | 0.02% | 765 |
|
|
2021
Q2 | $1.01M | Sell |
2,606
-450
| -15% | -$174K | 0.01% | 821 |
|
|
2021
Q1 | $982K | Sell |
3,056
-2,548
| -45% | -$819K | 0.01% | 713 |
|
|
2020
Q4 | $1.89M | Buy |
5,604
+2,651
| +90% | +$894K | 0.03% | 564 |
|
|
2020
Q3 | $1.39M | Buy |
+2,953
| New | +$1.39M | 0.02% | 591 |
|