CWM
Centric Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,658
| Closed | -$395K | – | 142 |
|
|
2022
Q2 | $395K | Hold |
3,658
| – | – | 0.15% | 94 |
|
|
2022
Q1 | $429K | Buy |
3,658
+15
| +0.4% | +$1.76K | 0.14% | 105 |
|
|
2021
Q4 | $670K | Hold |
3,643
| – | – | 0.22% | 84 |
|
|
2021
Q3 | $953K | Hold |
3,643
| – | – | 0.35% | 71 |
|
|
2021
Q2 | $1.41M | Buy |
3,643
+2,719
| +294% | +$1.05M | 0.49% | 50 |
|
|
2021
Q1 | $297K | Buy |
+924
| New | +$297K | 0.08% | 170 |
|