Charter Oak Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21
| Closed | -$2K | – | 932 |
|
|
2022
Q2 | $2K | Sell |
21
-18
| -46% | -$1.71K | ﹤0.01% | 857 |
|
|
2022
Q1 | $4K | Buy |
39
+18
| +86% | +$1.85K | ﹤0.01% | 813 |
|
|
2021
Q4 | $4K | Sell |
21
-2
| -9% | -$381 | ﹤0.01% | 735 |
|
|
2021
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 654 |
|
|
2021
Q2 | $9K | Hold |
23
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $7K | Sell |
23
-4
| -15% | -$1.22K | ﹤0.01% | 598 |
|
|
2020
Q4 | $9K | Buy |
+27
| New | +$9K | ﹤0.01% | 535 |
|