Cetera Advisors’s Zoom ZM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $412K | Buy |
6,307
+2,160
| +52% | +$141K | ﹤0.01% | 1731 |
|
2023
Q4 | $298K | Buy |
4,147
+1,158
| +39% | +$83.3K | ﹤0.01% | 1431 |
|
2023
Q3 | $209K | Sell |
2,989
-211
| -7% | -$14.8K | ﹤0.01% | 1521 |
|
2023
Q2 | $217K | Buy |
+3,200
| New | +$217K | ﹤0.01% | 1468 |
|
2022
Q3 | – | Sell |
-2,075
| Closed | -$224K | – | 1454 |
|
2022
Q2 | $224K | Sell |
2,075
-70
| -3% | -$7.56K | 0.01% | 1184 |
|
2022
Q1 | $251K | Sell |
2,145
-803
| -27% | -$94K | 0.01% | 1195 |
|
2021
Q4 | $542K | Buy |
2,948
+308
| +12% | +$56.6K | 0.01% | 859 |
|
2021
Q3 | $690K | Buy |
2,640
+192
| +8% | +$50.2K | 0.01% | 743 |
|
2021
Q2 | $947K | Sell |
2,448
-625
| -20% | -$242K | 0.02% | 567 |
|
2021
Q1 | $987K | Buy |
3,073
+765
| +33% | +$246K | 0.03% | 487 |
|
2020
Q4 | $779K | Sell |
2,308
-1,374
| -37% | -$464K | 0.03% | 490 |
|
2020
Q3 | $1.73M | Sell |
3,682
-738
| -17% | -$347K | 0.07% | 273 |
|
2020
Q2 | $1.12M | Sell |
4,420
-15,289
| -78% | -$3.88M | 0.05% | 342 |
|
2020
Q1 | $2.88M | Buy |
+19,709
| New | +$2.88M | 0.15% | 147 |
|