Cavalier Investments’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 |
-1,861
| Closed | -$720K | – | 111 |
|
|
2021
Q2 | $720K | Hold |
1,861
| – | – | 0.26% | 89 |
|
|
2021
Q1 | $598K | Hold |
1,861
| – | – | 0.26% | 94 |
|
|
2020
Q4 | $628K | Buy |
1,861
+465
| +33% | +$157K | 0.29% | 92 |
|
|
2020
Q3 | $656K | Sell |
1,396
-1,261
| -47% | -$593K | 0.45% | 61 |
|
|
2020
Q2 | $674K | Buy |
+2,657
| New | +$674K | 0.39% | 59 |
|