Buckingham Strategic Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-521
| Closed | -$202K | – | 617 |
|
|
2021
Q2 | $202K | Buy |
+521
| New | +$202K | ﹤0.01% | 565 |
|
|
2021
Q1 | – | Sell |
-748
| Closed | -$252K | – | 574 |
|
|
2020
Q4 | $252K | Buy |
748
+162
| +28% | +$54.6K | 0.01% | 455 |
|
|
2020
Q3 | $275K | Buy |
+586
| New | +$275K | 0.02% | 390 |
|
|
2020
Q2 | – | Sell |
-3,202
| Closed | -$468K | – | 487 |
|
|
2020
Q1 | $468K | Buy |
+3,202
| New | +$468K | 0.05% | 262 |
|