Capital Asset Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-868
| Closed | -$227K | – | 727 |
|
|
2021
Q3 | $227K | Buy |
868
+164
| +23% | +$42.9K | 0.03% | 394 |
|
|
2021
Q2 | $272K | Sell |
704
-10
| -1% | -$3.86K | 0.03% | 376 |
|
|
2021
Q1 | $229K | Buy |
714
+24
| +3% | +$7.7K | 0.03% | 393 |
|
|
2020
Q4 | $233K | Buy |
690
+167
| +32% | +$56.4K | 0.04% | 315 |
|
|
2020
Q3 | $246K | Buy |
+523
| New | +$246K | 0.05% | 271 |
|