Castle Rock Wealth Management’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 |
-2,314
| Closed | -$601K | – | 278 |
|
|
2021
Q3 | $601K | Sell |
2,314
-547
| -19% | -$142K | 0.21% | 135 |
|
|
2021
Q2 | $1.07M | Buy |
2,861
+579
| +25% | +$216K | 0.39% | 83 |
|
|
2021
Q1 | $749K | Buy |
2,282
+489
| +27% | +$161K | 0.3% | 117 |
|
|
2020
Q4 | $687K | Hold |
1,793
| – | – | 0.29% | 114 |
|
|
2020
Q3 | $920K | Buy |
1,793
+367
| +26% | +$188K | 0.6% | 56 |
|
|
2020
Q2 | $381K | Buy |
+1,426
| New | +$381K | 0.22% | 137 |
|