Carroll Financial Associates’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $179K | Sell |
955
-9
| -0.9% | -$1.69K | 0.01% | 407 |
|
2021
Q3 | $252K | Sell |
964
-286
| -23% | -$74.8K | 0.01% | 354 |
|
2021
Q2 | $483K | Buy |
1,250
+275
| +28% | +$106K | 0.03% | 261 |
|
2021
Q1 | $313K | Buy |
975
+20
| +2% | +$6.42K | 0.02% | 312 |
|
2020
Q4 | $322K | Sell |
955
-154
| -14% | -$51.9K | 0.02% | 289 |
|
2020
Q3 | $521K | Sell |
1,109
-500
| -31% | -$235K | 0.04% | 214 |
|
2020
Q2 | $407K | Sell |
1,609
-2,760
| -63% | -$698K | 0.03% | 247 |
|
2020
Q1 | $638K | Buy |
4,369
+4,334
| +12,383% | +$633K | 0.06% | 173 |
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1400 |
|
2019
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1363 |
|