Clearstead Trust’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$6.99K | – | 476 |
|
|
2023
Q3 | $6.99K | Hold |
100
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2022
Q1 | $12K | Hold |
100
| – | – | 0.01% | 154 |
|
|
2021
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 151 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$18K | – | 163 |
|
|
2020
Q2 | $18K | Sell |
72
-85
| -54% | -$21.3K | 0.02% | 133 |
|
|
2020
Q1 | $23K | Buy |
+157
| New | +$23K | 0.02% | 136 |
|